US Policy
Warsh Era Begins, National Security Issue
The first meeting of the Federal Open Markets Committee (FOMC) under the new chair, Kevin Warsh, is fast approaching. The meeting dates are June 16-17, and while there...
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US Policy
Congress Returns, Midterms in Focus, New Fed Chair
Congress returns this week after its two-week Memorial Day break. The House and Senate will have a month of work before they leave again for...
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US Policy
Congress Returns, War Talks, Funding For FY 2027
Congress returns next week and will continue to work on the agenda of President Trump. Congress will start to hold hearings on the president’s budget request for the new...
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US Policy
Warsh Era Begins, War’s Exit Strategy, Trump Clout
With the swearing in of Kevin Warsh at the White House on Friday, he officially began his tenure as chair of the Federal Reserve. His predecessor, Jay Powell,...
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US Policy
New Fed Chair, Congress Goes Home
The big news for markets today is the swearing in of Kevin Warsh as the new chair of the Federal Reserve. His first FOMC meeting will be on June 16-17. At...
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US Policy
Trump Candidate Wins in Louisiana, New Fed Chair, China Readout
President Trump continues his winning streak in defeating Republican officials who oppose his leadership. The most recent Trump win came over the weekend in Louisiana,...
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US Policy
Warsh Wins Vote, Crypto Bill Advances, China Talks
On Wednesday, the Senate approved President Trump’s nomination of Kevin Warsh on a mostly partisan vote-basis to succeed Jerome Powell as chair of the Federal Reserve board. Powell’s term as chair ends today, but he...
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US Policy
China Trip, War Focus, Warsh Vote
The headline event for the coming week will be the bilateral meeting in Beijing between Presidents Donald Trump and Xi Jinping. The two leaders met...
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US Policy
Trump to China, War Talks Proceed
Next week could be very significant for markets as President Trump travels to China for meetings with President Xi Jinping. The meeting will be the...
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US Policy
What's Next at the Fed, War Deadlock
In the next few weeks, the Senate is likely to confirm President Trump’s choice of Kevin Warsh to chair the Federal Reserve Board. In my...
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