FOMC
Macro
Markets
Warsh’s Forward Guidance Rollback Forces $23 Trillion Reset in Asset Pricing Models
New Fed chair's planned communication overhaul threatens to obsolete 16 years of institutional hedging infrastructure built on policy predictability.
AI
Markets
Four Tech Giants Report Earnings as Powell’s Final Fed Meeting Tests AI Valuations
Alphabet, Amazon, Microsoft, and Meta face simultaneous judgment on $650 billion AI spend while Warsh confirmation kills rate-cut hopes and Iran ceasefire expires.
Macro
Markets
Fed Confronts New Inflation Regime as Energy Shock Forces Policy Pivot
March FOMC minutes reveal deep concern over wage-price dynamics and structural shifts in neutral rate assumptions amid unprecedented oil disruption.