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Bond vigilantes hate doves. But you know who else does? MAGA voters.

Markets are panicking that he’ll replace Powell with a dove and re-ignite inflation. But what if this is just classic Trump misdirection?

In this week’s Seriously Marvin?!, I break down the Fed drama, political theatre, and why markets may be taking him too literally—and not seriously enough.

Read the full article: A hawk in dove’s clothing? seriouslymarvin.substac…

#SeriouslyMarvin #ThematicMarkets

Jul 3
at
1:00 PM

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