(https://www.cnbc.com/2026/07/15/wholesale-inflation-june-2026-.html) for the first time in 10 months on collapsing gas prices—and the instant narrative is 'soft landing, rate cuts incoming.' But here's what the market's missing: [Warsh's Fed appointment](https://www.cnbc.com/2026/07/15/buffett-says-trumps-pick-of-kevin-warsh-for-fed-chair-was-good-choice.html) signals a regime shift toward real rates staying *elevated*, not lower.

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