
E24: From TINA to CREAM
Facts vs Feelings with Ryan Detrick & Sonu Varghese
00:00
Endless Umbrellas
Warby: Just because it improved this month doesn't mean everything gets better for the end consumer immediately, right? It's going to take some time. China opens up, then Philippines and Vietnam, all of them start to produce more chips or whatnot. And then hopefully that gets to places in Mexico and North other the US and Canada where they're making the art. Warby: I think the ballpark is 25% chance of a 50 point hike. If you look at Fed fun futures, maybe we'll get some clue from Jerome Powell here tomorrow.
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