FOMC Minutes Day — Warsh's Fed, cards face-up

TGW screen-share · minutes release Wed Jul 8, 2:00pm ET · federalreserve.gov
FILL LIVE: the boxes below stay BLANK until the minutes drop at 2:00pm ET. Fill them from the actual document, then re-verify every figure before recording. Nothing on this page is a prediction.

The setup — what we already know

June decision
PAUSE
Warsh's first meeting as chair (Jun 17)
Dot median (others)
3.8%
Warsh didn't submit a dot
Forward guidance
REMOVED
"not well suited" — Warsh
Inflation vs 2% goal
5+ yrs over
"a burden for the American people"

Fill at 2pm — the live read

From the minutes (quote it, don't paraphrase)

Overall tone 
On a future hike 
On cuts 
On energy-driven inflation 
The line to quote 
Market reaction (3pm check) 

The context the minutes land in

SignalLatest
June payrolls+57K vs ~110K expected
Unemployment4.2% (participation fell to 61.5%)
Apr + May revisions−74K combined
Jobless claims (Jul 2)215K — still low
Chips last weekSMH −4.5% (2nd day) · Micron −13% day
Dow last close52,900 record
The tension to explain: jobs data says "cut," 5 years of above-target inflation says "don't you dare." The minutes show which way the room actually leans — that's why Wednesday matters more than usual: with forecasts and guidance gone, minutes are the only tell left.

What it means for the audience (the 3 wallet links)

If the minutes read…Rates storyYour money
Hawkish (hike still live)Card APRs (~21% avg) stay pinned; borrowing stays expensiveattack the balance, don't wait for relief
Split (genuine disagreement)Volatility into CPI (Jul 14) and FOMC (Jul 28–29)plan > prediction — automate the buys
Dovish lean (door open to cuts)Cut-watch strengthens after the +57K jobs missvariable APRs ease LAST — keep paying down
Say the disclaimer on air: educational content only — not financial advice; no predictions, we react to what's actually in the document.

Next checkpoints

June CPI
Tue Jul 14
8:30am ET · BLS
Next FOMC
Jul 28–29
decision + presser
Earnings season
opens now
Levi's Wed · PepsiCo Thu · Delta Fri (verify)
Claims
Thu 8:30am
week ending Jul 5