Brian Stewart

We'll have to see what he says, right?

I think as investors, him holding that line would be really important.

The other thing about Warsh that I find interesting is it's a little hard to kind of see where his head is at.

When he was on the Fed previously, he was seen as a hawk.

He kind of clashed openly with Ben Bernanke's easy money policies in the wake of the Great Recession.

And the financial crisis.

But lately, he's been talking more about the disinflationary impact of technology, basically suggesting that the Fed can let things run a little more, like be less strict in their view on inflation because technology and the markets in general are going to kind of take care of some of that.

as well.

So it, it, it's interesting.

I mean, the, his service on the fed was more than a decade ago now.

Right.

So the idea that his ideas might've shifted, um, from that point isn't unusual.

Uh, but it'll be, I think people are gonna be looking closely, especially during his confirmation hearings and things like that, exactly where he is in terms of kind of the hawkish dovish divide.

So next week's a big one.

Next week's the latest jobs data.

The previous jobs data was pretty underwhelming.

50,000 jobs added during the month, which is pretty anemic.

I'm not making a prediction, but it's highly possible that we could see that dip into the negative with a revision.

It could also be revised higher.

So we'll see what happens with revisions.