The Latest Breaking News from Kevin Warsh

Fed Rate Hike Bets Are Fading Fast. Cooler Inflation Could Leave Warsh An Easier Choice.

Softer inflation and a cooling labor market are weakening the case for another rate hike.

International Business Times · Aug 17

Retail Earnings, Fed Minutes and Other Key Things to Watch this Week

Markets face a retail-dominated week where Home Depot (HD), Target (TGT), TJX Companies (TJX), and Walmart (WMT) report earnings providing critical consumer spending assessment across income segments.

Barchart · Aug 16

Interest rate dilemma for central banks as inflation rises but growth slows

The Federal Reserve, the ECB and the Bank of England appear unclear on how to tackle inflation amid the Iran war

The Guardian - UK · Aug 16

US inflation cooled slightly to 3.4% in July but prices still elevated

Energy is cheaper than at its peak in late April, but gas is still nearly $1 a gallon more expensive than before the Iran war

The Guardian - US · Aug 12

Fed says too little, RBI is too predictable. Both may have a problem

The US Fed and RBI face opposite communication risks: Kevin Warsh’s reduced guidance leaves markets uncertain about how the Fed will react, while RBI’s predictable rate decisions risk convincing investors that hikes are unlikely, potentially making future policy changes more disruptive.

The Economic Times · Aug 11

Fed may talk less and let markets lead. That could spell more volatility for India

US Federal Reserve chief Kevin Warsh’s push to reduce forward guidance and shrink the Fed’s balance sheet could increase global market volatility and capital flows. RBI may need a more flexible policy approach to respond quickly to interest-rate and currency swings.

The Economic Times · Aug 11

Inflation Date, Earnings Momentum and Other Key Things to Watch this Week

Markets enter a data-heavy week pivoting toward inflation assessment with Wednesday's July CPI report at 8:30am and Thursday's PPI establishing critical price pressure trends as investors evaluate Fed Chair Kevin Warsh's policy trajectory.

Barchart · Aug 9

CNN guest suffers on-air disaster but chokes his way through interview

Host Omar Jimenez attempted to keep the segment moving with a question about interest rates while his guest struggled to clear his throat after mishap

The Independent UK · Aug 9

How Scott Bessent used financial engineering to fund the $2 trillion deficit while leaving it untouched

The alarm is coming from inside the house. The Treasury Borrowing Advisory Committee says the borrowing math no longer adds up.

Fortune · Aug 8

Trump renews bid to fire Fed governor Lisa Cook despite supreme court ruling

White House continues to target Cook despite decision from justices that upheld Federal Reserve’s independence

The Guardian - US · Aug 7