Warsh is trying to change the inflation metric

=== SUMMARY === - The post highlights Kevin Warsh's push for the Fed to use Trimmed Mean PCE (currently ~2.36%) instead of Core PCE (3.20%), which would make inflation appear closer to the 2% target. - The author's thesis is that adopting this metric gives the Fed more justification to cut interest rates sooner, a bullish signal for risk assets. - Quality assessment: Medium – references a credible Brookings article and data, but is speculative policy commentary rather than deep fundamental DD or a specific trade thesis. === SENTIMENT === BULLISH === TRADE IDEAS === No actionable trade ideas in this post. The author discusses a policy shift that could support rate cuts, but does not explicitly or strongly imply any specific ticker or directional trade.