The Universal Owner — June 17: Decision day, and the easing put expires

from The Universal Owner · host Universal Asset Owners

Warsh delivers his first dot plot at 2pm ET, and the tail has flipped — the market has stopped pricing a 2026 cut and started pricing a hike. Oil is in its longest losing streak of the year, doing a disinflation the Fed may be about to fight. Plus: why higher-for-longer sorts owners by balance sheet, and CalPERS switches operating systems in two weeks. Full brief and sources: today’s edition.

Episode metadata supplied by the publisher feed · Published Jun 17, 2026

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The Universal Owner — June 17: Decision day, and the easing put expires

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This episode was published on June 17, 2026.

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