Tuesday: Warsh's Jackson Hole Tell Guts Our Cut Call

On Tuesday, September 1, Kevin Warsh's Jackson Hole speech puts Rush and Reagan's September rate-cut call in front of a firing squad. The hosts break down exactly what Warsh said, why his use of AI-driven productivity to justify staying tight flips the usual Fed playbook, and how markets reacted in real time as hike odds jumped from a coin flip to over 55% on CNBC and past 66% on CME FedWatch. They dig into the growing split at the top, with Bessent pushing back on a hike while Roger Ferguson calls for two more this year, and translate all of it into what it means for car loans, mortgages, and midterm politics.

Rush stands by his on-record call for a September 16 cut. Reagan isn't so sure. Both agree to grade the call live next episode, loser buys the coffee. Tell us who you think is right before the Fed decides for both of them.

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