WARSH MAY BE WALKING INTO ONE OF THE HARDEST FED SETUPS IN MODERN HISTORY.

INFLATION PRESSURE. LABOR MARKET UNCERTAINTY. PRIVATE CREDIT RISK. NONBANK LEVERAGE. A TREASURY MARKET THAT MAY MATTER MORE THAN ANY FORMAL MANDATE. I DISCUSSED IT WITH DANIELLE DIMARTINO BOOTH, @DIMARTINOBOOTH, ON THE NEW U GOT OPTIONS: FROM THE CBOE FLOOR. FULL EPISODE IN THE COMMENT BELOW 👇 — VIA @JAM_CROISSANT

High-priority alert based on source significance and keyword relevance.