Warren Pies focused on Fed policy, arguing that a September hike was underpriced despite personally favouring a hold, because persistent inflation misses and political pressure could drive a policy mistake 16. They described the September decision as live and close, with internal Fed dynamics around Warsh, Waller, Williams and Powell central to the outcome 24. Pies also covered weakening labour and housing data, strong but potentially fragile AI infrastructure demand, and unusually low equity correlations 1891719.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
21 in August 2026Stories it travels in
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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
- Max Wiethe 6 mentions
- Jack Farley 5 mentions
What they talk about
- Federal Reserve System 5 items
- Kevin Warsh 4 items · disputed
- Anthropic PBC 4 items
- ARR 4 items
- Christopher J. Waller 3 items
- Max Wiethe 3 items
- inflation 3 items
- Jerome Powell 3 items · disputed
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