The Bloomberg Intelligence Fed Sentiment NLP model shows Warsh’s Jackson Hole remarks were hawkish compared with Powell’s remarks the past few years and consistent with the most recent press conference, post-meeting minutes, and his congressional testimony.

Channel
Macro Trader
@MacroAllocation
On this record: Growth · Engagement · Posts · Citations · Cite this entry
7,438subscribers
-4 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001711141388 |
|---|---|
| Type | Channel |
| Username | @MacroAllocation |
| Created | Between 1 December 2021 and 30 April 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 30 August 2026 |
| Measurements held | 11 |
| Confirmed unchanged | 1 time, most recently 30 August 2026 |
| On Telegram | t.me/MacroAllocation |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 30 Aug 2026, 09:37 | 7,438 | +6 |
| 27 Aug 2026, 13:13 | 7,432 | -1 |
| 24 Aug 2026, 23:03 | 7,433 | -8 |
| 21 Aug 2026, 12:16 | 7,441 | -4 |
| 18 Aug 2026, 19:25 | 7,445 | +1 |
| 15 Aug 2026, 16:33 | 7,444 | +4 |
| 12 Aug 2026, 12:15 | 7,440 | -3 |
| 9 Aug 2026, 14:13 | 7,443 | +2 |
| 6 Aug 2026, 12:30 | 7,441 | -1 |
| 6 Aug 2026, 04:01 | 7,442 | no change |
| 6 Aug 2026, 03:52 | 7,442 | first reading |
Engagement
46 posts held, back to 20 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 15 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 27.1%
- avg views ÷ 7,438 subscribers
- Avg views / post
- 2,020
- 31 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 31
- of 46 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views— note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 28 August 2026 |
|---|---|
| Posts held | 46 (20 July 2026 – 28 August 2026) |
| Views total | 62,509 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 28 Aug 2026, 23:06 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
Recent posts
Traders Price in About 50% Chance of Fed Rate Hike in September.
“Let’s see how we settle, but each time we now hear from chair Warsh the reactions might become muted unless he starts to coral the FOMC into an actual hiking cycle of more than just one hike. If the talk remains tough but tightening is skipped at upcoming meetings, then it’s more of the same and less reaction in the front-end and eventually run the risk of losing the backend in the fourth quarter.” - Bloomberg, Mi…
Warsh seems to be digging in dogmatically against Fed communications. We think he’s setting up for a policy mistake. Without giving markets any type of information on how the Fed will react in different situations, even without pre-committing, a move against market pricing could produce large market fluctuations. - Bloomberg, Joseph Richter Bloomberg Intelligence Editor.
When policymakers make quasi-commitments on interest rates through the cycle, we inhibit our own freedom to make the right calls when it’s time to decide. This comment is a reprise of his opposition to forward guidance.
“While this summer’s PCE and CPI readings were better than expected, they do not tell me that underlying trends have meaningfully improved.”
Warsh: Fed’s 2% PCE Objective Is A Firm, Fixed Target Warsh: Have Work to Do if Inflation Not Moving to 2% With Speed Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved
Photo, posted without a caption
Policy: Wall Street Sees Bessent Entering ‘New World’ For Debt 스콧 베선트 미 재무장관이 국채 바이백 확대 등 적극적인 시장 개입에 나서면서 월가에서는 미 재무부가 향후 몇 달 안에 국채 발행 전략을 크게 바꿀 수 있다는 관측이 나오고 있다. 도이체방크와 모간스탠리, 씨티그룹은 가장 급진적인 방안으로 장기 국채 발행 규모를 줄이는 것을 꼽는다. 가능성이 더 높은 시나리오는 재무부가 11월 4일 분기 리펀딩 발표에서 향후 늘어나는 자금조달 수요를 재정증권(T-bill)과 만기가 짧은 국채 발행으로 충당하는 한편, 장기금리 부담을 덜기 위해 바이백을 추가 확대하는 것이다. 이 같은 전망은 그동안 ‘정기적이고 예측 가능한(regular and predictable)’ 것으로 여겨졌던 미국의 국…
Industries: Plus-Size Clothes Are Disappearing at Retailers in GLP-1 Era GLP-1 확산은 식품과 외식뿐 아니라 의류의 사이즈별 수요 분포를 빠르게 바꾸고 있다. PwC 조사 기준 미국 가구의 약 21%에 GLP-1 사용자가 있고, 영국도 약 9%에 이르며 추가 상승이 예상된다. 런던의 플러스사이즈 소비자 스테파니 예보아는 자주 이용하던 온라인몰의 플러스사이즈 전용 항목이 사라지고, 매장에서도 원하는 제품이 Size 24로 생산되지 않는 변화를 확인했다. H&M은 2023년 미국 여성 온라인 제품을 4XL까지 확대했지만 최근 수요 부족을 이유로 3XL과 4XL를 다시 제거했다. Aritzia, Mango, Zara에서도 대형 사이즈 제품 수가 감소한 것으로 집계됐다. 포용성 확대가 브…
Threefold Forge: Why Wall Street Is Refocusing on the Debasement Trade 미국의 재정 불안은 달러 붕괴보다, 금융시장의 조정 경로가 채권에서 외환으로 이동할 위험을 키우고 있다 디베이스먼트 트레이드는 단순한 안전자산 선호가 아니다. 정치와 재정에 대한 신뢰가 약해질 때 달러와 장기 국채를 줄이고, 정부가 공급량이나 상환가치를 직접 결정하기 어려운 금, 비트코인으로 이동하는 거래다. 달러는 지난해 약 10% 하락해 2017년 이후 최악의 성과를 냈고 금은 65% 급등했지만, 워시의 물가안정 우선 발언 이후에는 달러가 다시 반등했다. 따라서 이 흐름은 직선적인 탈달러가 아니라 정책 신뢰에 따라 강약을 달리하는 조건부 거래다. 최근 불안을 되살린 것은 베선트의 엔화 지원 개입과 10~30년물…
US equity hedge funds have returned 10% YTD (as of August 19, 2026, Source: FactSet, Goldman Sachs)
Showing the 12 most recent of 46 posts we hold for @MacroAllocation. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Citation-graph rank
Citation-graph rank — 953,976 of 1,627,445entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Named by 1 registered channel — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 30 August 2026 — this entry's latest reading, not the date you are reading this.
“Macro Trader” (@MacroAllocation), 7,438 subscribers as measured 30 August 2026. Telegram Register, tgregister.com/channel/MacroAllocation.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.