Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower:
“AI is going to make almost everything cost less.
We’re at the front end of a productivity boom.
Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.”… pic.twitter.com/C1mU4JfbNd— Daniel (@danielisdizzy) April 22, 2026
Here comes the food inflation
Costs for food companies jumped 7.9% yoy in March (vs. 4.2% in Feb.)
This is basically just from higher fuel costs – we're still waiting for the impact of higher fertilizer, plastics, etc.
From the Odd Lots newsletter:https://t.co/y6NWptOKSD pic.twitter.com/0JbRYyth8W
— Tracy Alloway (@tracyalloway) April 22, 2026
Link:https://t.co/6Fes2CG4Y2 pic.twitter.com/dwFMcoPHm4
— QE Infinity (@StealthQE4) April 22, 2026
Gasoline futures surge to highest level since July 2022 as American exports of refined products hit all-time high #MacroEdge
— MacroEdge (@MacroEdgeRes) April 22, 2026
Hanke: The U.S. Government is technically insolvent.
— Hedgeye (@Hedgeye) April 22, 2026