Jerome Powell

Breaking Geopolitics Macro

Powell’s Final Fed Decision Collides With Iran Energy Shock as Warsh Awaits AI-Powered Chair

Jerome Powell is expected to hold rates steady today amid two-year-high inflation driven by Iran war disruptions, as Kevin Warsh's Senate confirmation advances a tech-optimist vision at odds with oil market reality.

7 min read ·
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.

8 min read ·
Macro

Warsh’s Fed ‘Regime Change’ Hits Senate Blockade With Powell Term Ending in Three Weeks

Trump's nominee pledges to end forward guidance and cut policy meetings, but confirmation stalled by Republican senator's demand to resolve investigation into current chair.

8 min read ·
Breaking Geopolitics Macro

Prosecutors Storm Fed Headquarters as Trump Threatens Powell Firing

Unannounced prosecutorial visit and executive removal threat converge in unprecedented assault on central bank independence.

8 min read ·
Breaking Geopolitics Macro

Trump Threatens to Fire Powell as May 15 Showdown Tests Fed Independence

President's ultimatum to Fed chair sets up constitutional clash over central bank autonomy amid inflation pressures and institutional credibility crisis.

8 min read ·
Macro

Yellen Warns Fed Politicization Risks ‘Banana Republic’ Status as Warsh Confirmation Looms

Former Treasury Secretary's public rebuke of Trump's rate-cut pressure campaign crystallizes institutional crisis threatening dollar's reserve currency standing.

7 min read ·
Energy Macro

Saudi Red Sea Exports Surge to 3.8M bpd, Challenging Oil Shock Narrative

Aramco's successful rerouting via East-West Pipeline undermines supply constraint premium as Fed holds rates amid Powell's inflation caution.

8 min read ·
Breaking Macro Markets

Powell’s Hawkish Hold Triggers 768-Point Dow Rout as Fed Kills Rate Cut Hopes

Chair's explicit pushback on near-term easing forces brutal cross-asset repricing despite Iran conflict and $107 oil, breaking S&P below critical support.

7 min read ·
Breaking Macro Markets

Powell’s Hawkish Pivot Erases $1.2 Trillion in Market Value as Fed-Wall Street Disconnect Widens

Fed chair's rejection of near-term rate cuts triggers 775-point Dow selloff, forcing repricing across equities, bonds, and corporate debt as inflation persistence trumps growth concerns.

7 min read ·
Energy Macro

Powell Attributes Persistent Inflation to Trump Tariffs as Energy Shock Stalls Rate Cuts

Fed chair quantifies tariff pass-through at 0.5–0.75 percentage points while Middle East crisis creates impossible policy bind between baseline inflation and demand destruction.

8 min read ·