So Far, So Good | ETF Trends
The Fed regime shift has ushered in a truly data-dependent environment, where each print carries more weight than in prior cycles. Warsh’s more balanced tone at Sintra landed without a meaningful pickup in volatility — a sign the market is respecting his credibility for now. That credibility buys the Fed room, not a free pass; it holds only as long as inflation continues to grind toward target. The next several CPI prints will do more to set the path for rates and risk assets than labor reports through the balance of the year.
Authored by Komson Silapachai and Thomas Urano
Originally published by Sage Advisory Services
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