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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US Policy
Fed Chair, DHS Opens
As expected, the Federal Open Markets Committee (FOMC) met this week and left rates unchanged, though the Committee saw an increase in dissent. Several members took issue...
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US Policy
Fed Rate Day, War and DHS shutdown
On Wednesday, the Federal Reserve will announce their rate decision after the two-day meeting of the Federal Open Markets Committee (FOMC). While there is little...
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US Policy
Fed Week Ahead, War Continues
After a week that saw the first step towards the Senate confirming Kevin Warsh to succeed Jerome Powell as Federal Reserve Chair, on Friday the...
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US Policy
What’s Next For War, DHS Funding Struggle
The week starts with conflicting reports from President Trump and the leaders of Iran. The two sides differ on everything from the status of the Strait of Hormuz...
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US Policy
War and DHS in Focus
The war in Iran continues to dominate headlines as President Trump on Thursday gave a very positive report to the press as he headed to a rally in Nevada. The president indicated that...
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US Policy
War Continues, Congress Returns, Walsh Awaits Hearing
The talks between the U.S. and Iran over the weekend in Pakistan ended with Vice President JD Vance returning home with no pathway to peace. The weekend had started...
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US Policy
Iran War Talks, Congress Returns, Fed Chair
Talks between the U.S. and Iran are scheduled for this weekend in Pakistan. The U.S. delegation is reportedly being led by Vice President JD Vance...
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