Jason Ware

speaker

527 appearances 2 recordings 1 series first heard Apr 2026 last heard 13 Jul

Jason Ware’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

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The Rundown · How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware) · 13 Jul 2026 podcast

And I think the truth is in the middle.

So I don't expect any hikes this year, just like I don't expect any cuts.

I think inflation is going to settle down in the second half of the year.

which takes the need from some committee members on potentially increasing rates, if you look at the dot plot.

I think that sort of neutralizes that view.

I also think that if you look at inflation expectations, which is really the signal and the inflation noise, we've seen inflation expectations, both survey-based and market-based, look pretty stable.

So I don't think there's any call for hikes in the second half of the year.

That said, looking at kind of, you know, Kevin Warsh in his first meeting, we have a second meeting coming up, I think, on the 28th and 29th of this month.

I think he did a pretty good job, actually.

Like, I'm on the record with you saying, like, Kevin Warsh is not my favorite pick for the Fed.

It's not who I would have selected, but let's see what happens.

And I think he did a decent job during the press conference, better than I was fearing, perhaps.

I don't agree with the idea of trying to strip the Fed of communicating to the markets.

He took out forward guidance, of course.

I think that comes with some serious challenges and could backfire.

But I also sort of applaud him for taking this new approach of saying, hey, we're going to create some internal task force.

We're going to staff it with economists and business leaders and

you know, technologists and technocrats.

We're going to figure out how to improve some of the core functioning of the Federal Reserve.

It's probably overdue.

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