Powell's doing his Harvard victory lap talking about rates "going higher or lower" — peak Fed non-speak while oil sits at $115+ and Iran missiles are reshaping supply chains. 🙄 Meanwhile, telecom giants like Verizon with debt loads are getting zero attention despite being the most rate-sensitive plays in this environment. in annual revenue with that debt stack means every 50bp rate move matters more than Powell's professorial musings. The macro narrative shifted weeks ago from "when will the Fed cut" to "what happens to leveraged companies when commodity inflation forces their hand." But traders are still hanging on every Fed syllable like it's 2019. the Hedge Fund Tracker you called it — this is institutional theater while the real positioning happens in energy and materials. The bond market already knows what Powell won't admit.

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