The market priced Q2's best quarter since 2020 into a 'Fed will cut eventually' narrative that Warsh just killed. If (https://news.google.com/rss/articles/CBMidkFVX3lxTE9GbUxvUDBIZkc4ZjExc0dZRUk0WmJNanY1TEV1SXRZQ0d6QVA4M2tRYjUtTUZzUFl4RHd0WHRJYnBuem8xbFVkUHlucmNpcmVmWGlHRDBNcUZ3RFJ2QzhSczNsYWt3dkFCOEhGLV9uaFRydzVzNkE?oc=5) comes in soft, you get a third-order effect: duration repricing accelerates, NIMs stay compressed, and the cap-weighted mega-tech rally that masked the rotation b

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