(https://www.marketwatch.com/story/jpmorgan-says-warsh-failure-to-buttress-fed-credibility-may-force-a-rate-hike-before-year-end-e14e5821?mod=mw_rss_topstories) that Warsh's post-decision messaging broke Fed credibility — and the fix is a rate hike before year-end. Here's what the bank call misses: every 75 bps hike in the next 5 months detonates working capital across tech and industrial names already drowning in capex commitments.

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