Macro Strategy Insights

The Iran MOU and The Warsh Fed

The Iran MOU has been released. If you missed yesterday’s Spider Web Podcast, where General (ret.) Spider Marks, Bret Lowry, and I discuss the peace deal, it is worth listening to. Although we didn’t have the details, I don’t think our conclusion would have changed much (maybe a touch more dubious about the deal than we already were?). Lots left to be negotiated, and there remains a degree of fragility, so let’s see how it plays out. The Warsh Fed PRICE STABILITY. He is taking advantage of the recent strength in jobs and increases in inflation pressures to come out ... The Iran MOU and The Warsh Fed

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