Kevin Warsh

Breaking Macro

Warsh Takes Fed Helm as Inflation Surge Tests Independence

Kevin Warsh's confirmation as Federal Reserve chair — by the narrowest margin in modern history — coincides with a Treasury market repricing and inflation accelerating to 3.8%, complicating his hawkish agenda amid political pressure for rate cuts.

8 min read ·
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 ·
Macro

Warsh Confirmation Stalls as Democrats Weaponize Fed Independence Against Rate Pivot

Senate Democrats join Republican Tillis in blocking Trump's Fed nominee until Powell investigation ends, creating policy limbo as oil shock and weak jobs data collide.

9 min read ·