Warren Pies focused on the Federal Reserve, arguing that elevated oil and inflation data were pushing the FOMC toward a September hike and that a sustained hiking cycle would likely lift the 10-year yield rather than lower it 433427. They also argued that the Fed, rather than oil directly, drives the rates market, with oil affecting yields through its influence on policy 12. Alongside rates, Pies discussed AI-driven capital spending and productivity, semiconductor leadership, hyperscaler demand, oil-market tightening, and a more constructive equity outlook 19283137.
On the record
last 30 days · 5 positionsLatest positions
- WPWarren PiesRisk easing on Oracle Corporation Pies thinks the market is too nervous about Oracle's Jupiter force majeure declaration, implying the risk is overblown. “Too much nervousness around Oracle's Jupiter force majeure declaration.” Open the post Too much nervousness around Oracle's Jupiter for… · 24 Sept
- WPWarren PiesBullish on datacenter Pies sees no broad expansion of delays or cancellations across US datacenter projects, so the sector's buildout outlook is intact. “Looking at every datacenter project in the country, there is no evidence that delays/cancellations are expanding broadly.” Open the post Too much nervousness around Oracle's Jupiter for… · 24 Sept
- WPWarren PiesStrongly hawkish on Federal Reserve System Pies expects the Fed to deliver one more rate hike. “Warren says one more hike” Open the post RT @Wild_Randomness: RECAP 3. @WarrenPies lates… · 21 Sept
- WPWarren PiesStrongly hawkish on Federal Reserve System The Fed meeting has cleared the path for equities to move higher, implying a dovish policy backdrop. “the Fed meeting likely cleared the path for equities to move higher now” Open the post Yesterday, I joined @michaelsantoli and @Melissa… · 19 Sept
- WPWarren PiesRising on CPI CPI is running above the Waller line, implying inflation is high enough to force a hike. “CPI above the Waller line...Hike is coming.” Open the post CPI above the Waller line...Hike is coming. · 11 Sept
Their output
43 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
- Joseph Wang 2 mentions
- Jack Farley 1 mention
- Lyn Alden 1 mention
- @profplum99 1 mention
- Anna Wong 1 mention
What they talk about
- Federal Reserve System 9 items
- oil 5 items
- Warren Buffett 4 items
- 3Fourteen Research 3 items
- Fernando Vidal 3 items
- rate hike 2 items
- Christopher J. Waller 2 items
- AI 2 items
See what your own voices say about Warren Pies, every morning.
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