Macro
Trump risks a 'riot in the bond market' with attempted Cook firing, says Evercore ISI's Guha
Asset markets are not properly priced for what increasingly seems likely to be a rupture in Fed independence, says Evercore ISI's Krishna Guha
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Trump backing off Powell is 'clear positive' that cuts recession risk, Evercore ISI's Krishna Guha says
Fed Chair Jerome Powell and most of his colleagues have said they won't cut further until they have a better handle on the inflation impact from tariffs.
