Bill Dudley, FED of New York

Ex-New York Fed president: Nvidia's chip guarantees mean a double hit if prices fall

10 calls: why SoFi's strategist calls Nvidia's slide a re-rating and buys Treasuries near 5%, and why China Beige Book's CEO says export controls were…

Nov 10 • Scuttlebutt

6% and 7% on the 10-year is now off the table, Evercore's strategist finds

11 calls: Evercore on why the bond market lost both of its extremes, the former New York Fed president on immaculate disinflation and diesel reaching…

Sep 18 • Scuttlebutt

Former NY Fed President on the Fed's outlook: "inflation magically sinks back to 2%"

5 calls: Why he reads Kevin Warsh's first hike as the start of a series, what the AI build-out has done to the neutral rate, and where diesel prices…

Sep 18 • Scuttlebutt

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