Independent thinking for complex markets and current events
FOMC kicks off 2 day meeting; rates widely expected to hold at 3.50% to 3.75%… Market pricing for 2026 rate cuts collapses to zero amid energy driven inflation… Trump successor pick Kevin Warsh ready for May 15 takeover as Powell’s term ends… The “Hawkish Hold”: Fed focuses on preventing “imported inflation” from Gulf war… Fed …
We are now at Day 72 of the Department of Homeland Security being unfunded.. The House GOP is calling this “Brutal Week” because they have to fix the border and the DHS budget by Thursday or the lights go out for real.. While they fight in DC.. a massive corporate war for the “Western Power …
The Senate Committee on Banking, Housing and Urban Affairs holds a nomination hearing for President Donald Trump’s Federal Reserve chair pick Kevin Warsh on Tuesday. Warsh said in written testimony submitted in advance that the central bank must be largely independent of political influence but also should stay focused on its primary goals. In remarks …
Ken Griffin of Citadel has said there is an energy price shock occurring across the world. — unusual_whales (@unusual_whales) April 20, 2026 AI BOOM WON’T AUTOMATICALLY MEAN RATE CUTS Fed chair nominee Kevin Warsh argues an AI-driven productivity surge could allow lower interest rates without stoking inflation. Economist Ed Yardeni disagrees. While also bullish on …
Trump is setting up Kevin Warsh as the fall guy. He needs someone to blame when rates rocket. Bookmark it. https://t.co/aLQLRJxOOn — The Great Martis (@great_martis) February 10, 2026 Former Fed Chairman Alan Greenspan on how the US will ultimately solve its debt problem. They will print their way out of this mess That’s why …
Seriously, it’s ugly, and we’re the ones paying. This is not good… It’s very very bad pic.twitter.com/coBViTkxQL — Dr Danish (@operationdanish) February 9, 2026 Billionaire investor Ray Dalio has said that President Trump’s policies could spark “capital wars,” with countries and investors pulling back from U.S. assets, per BI — unusual_whales (@unusual_whales) February 9, 2026 …
Authored by Mike Shedlock via mishtalk, Good looks says Trump, but what else? On January 16, I noted The Decision to Replace Fed Chair Jerome Powell Is in Final Stretch Trump was impressed by Warsh in an interview last month, telling associates over the holidays that he was struck by his acumen and good looks, according …
Expect a lot of violence as the markets absorb the Warsh pick. Bitcoin was slammed too. Powell is pretty much irrelevant now. He only has two more FOMC meetings. The markets are going to want to know exactly how Warsh plans to proceed. Things could get wild for awhile https://t.co/QipdlY7zw1 — QE Infinity (@StealthQE4) January …
Kevin Warsh supports a strong Dollar. Much of Trump’s domestic and foreign policy requires a weak Dolllar. — Geiger Capital (@Geiger_Capital) January 30, 2026 So looks like it’s Warsh for Fed Chair. No wonder futures are selling off. He’s the most hawkish of the 4 that were left. He’s no pushover either. https://t.co/AmcpYrP5eu — QE …
It's Warsh. Someone always knows. pic.twitter.com/lzJDmEN8D6 — Sparrow (@freshwaterfund) January 30, 2026
by Mike Shedlock This strategy is a bit bizarre because Warsh is a free trade advocate. More 5D thinking? Please note Trump Considers Warsh Serving as Treasury Secretary. President-elect Donald Trump has floated selecting financier Kevin Warsh as his Treasury secretary with the understanding that he could later be nominated to lead the Federal Reserve when …