Warsh said that he doesn’t believe in forward guidance so it’ll be interesting to see how the meeting goes. What bulls are looking for is the language that CPI spikes were heavily driven by oil. That would be best hint towards future cuts we’ll probably get. If next CPI comes in even a bit lower, we unlock next leg in all this rallying. (NVDA at 10T etc.) With the Fable ban, the heightening in “national security” posturing against China is enough of a justification to believe the AI trade…