Joseph Wang focused on a prospective US hiking cycle, arguing that Chair Warsh’s Jackson Hole remarks made a September hike highly likely and that subsequent policy could remain restrictive 2021. He attributed the bond sell-off and global repricing of rates primarily to energy prices and Middle East developments, while rejecting explanations centred on AI issuance or fiscal supply 111230. Wang also discussed central-bank policy, Treasury buybacks, US-China relations, elections and the potential market effects of AI regulation 91626.
On the record
last 30 days · 18 positionsLatest positions
- JWJoseph WangStrongly bullish on bond market Yields are surging aggressively, with 10- and 30-year yields going parabolic to multi-decade highs. ▶ 0:00 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangStrongly hawkish on Federal Reserve System The market is pricing an extra 25bp hike and a higher-for-longer path, with 100bp of hikes priced in. ▶ 2:38 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangStrongly hawkish on European Central Bank The ECB has been hiking and continues to do so. “ecb has been hiking and has continued to do so” ▶ 9:08 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangStrongly hawkish on Bank of England The Bank of England will probably hike as well. “bink of eaglin will probably hike as well” ▶ 9:08 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangImproving on China Good U.S.-China relations are good for the global economy and the president wants a working relationship. “having good relationships with China, obviously very good for the global economy” ▶ 15:53 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangSharply rising on inflation The market is becoming more concerned about inflation, which is being driven by an energy shock. “i think the market is becoming more concerned about inflation” ▶ 3:43 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangDovish on Supreme Court of the United States If Republicans lose the Senate, they lose the Supreme Court majority. “the republicans will lose the supreme court majority as well” ▶ 17:22 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangStrongly bullish on NASDAQ Positive developments in the Strait of Hormuz could send the Nasdaq up 10% quickly. “I could easily see like the Nasdaq go up 10% really quickly” ▶ 18:39 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangBullish on equity market The equity market is resilient because too many people are conditioned to buy the dip. “that's part of the reason why I think the equity market is so resilient” ▶ 18:39 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangAgainst on Trump admin The Trump admin blocked an economist from an IMF job over his tariff views, politicizing economic analysis. “a Trump admin jumped in and said, this guy said bad things about tariffs and so we can't have him” ▶ 6:19 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangBearish on treasuries There is no crowding out of treasuries from AI issuance. “just crowding out, that seems to me to be very obviously wrong” ▶ 13:15 Markets Weekly September 26, 2026 · 26 Sept
- JWJoseph WangDovish on U.S. Treasury Treasury yields are not being pushed up by excessive issuance or crowding out. ▶ 11:58 Markets Weekly September 26, 2026 · 26 Sept
Their output
51 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 15 mentions
- Max Wiethe 2 mentions
- Jeffrey Currie ++ 1 mention
- Eugene Marinelli 1 mention
- Warren Pies 1 mention
- Matt Warder 1 mention
- Tracy Shuchart (𝒞𝒽𝒾 ) 1 mention
- steph pomboy 1 mention
What they talk about
- Federal Reserve System 13 items
- AI 9 items
- Christopher J. Waller 8 items
- Kevin Warsh 8 items · disputed
- oil 8 items
- US 8 items
- Federal Open Market Committee 8 items
- U.S. Treasury 7 items
See what your own voices say about Joseph Wang, every morning.
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