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Warsh

10 briefs

power 2026-04-27

Powell's Last Stand: The Fed Chair Who Can't Cut Passes the Baton to Someone Who Won't

Jerome Powell presides over his final FOMC meeting this week as the man set to replace him promises a harder line on inflation. The regime change at the Fed is not about rates. It is about who controls the institution.

power 2026-04-26

The Fed Gets a New Chair Who Promised 'Regime Change'

Kevin Warsh's path to the Federal Reserve clears after the DOJ drops its Powell probe, but his plan to cut rates collides directly with an oil shock he never accounted for.

power 2026-04-24

The Fed Chair Who Won't Say What He Thinks

Kevin Warsh's confirmation hearing confirmed one thing: he has no intention of telling Congress, or the markets, what he will actually do.

power 2026-04-23

Trump Wants Rate Cuts. His Own Nominee Says He Can't Have Them.

Kevin Warsh's Fed confirmation hearing exposed a trap: he was picked to cut rates into a war-driven inflation surge that makes cutting impossible.

power 2026-04-21

Kevin Warsh Goes Before the Senate Promising Independence He May Not Be Able to Deliver

Trump's Fed pick is vowing to protect central bank autonomy while depending entirely on Trump's party to get confirmed. The contradiction is the point.

power 2026-04-20

The Fed's New Chair Will Inherit a Trap

Kevin Warsh faces his Senate confirmation hearing Tuesday as Trump demands rate cuts, oil spikes, and inflation shows no signs of cooperating.

decision 2026-04-19

The Fed Is in a Box It Has Not Been in Since 1979. This Time the Shocks Are Compounding.

War, tariffs, and an oil supply squeeze are hitting simultaneously. The Federal Reserve has a mandate to fight inflation and support employment. It cannot do both at once. Markets are pretending it can.

power 2026-04-18

Trump's Last Move on the Fed

Powell's term ends May 15. Trump says he will fire him if he stays on. Markets are pricing a 78% chance Powell is gone by June 30. What they are not pricing is what comes after.

power 2026-04-18

The Fed Nominee Who Owns What He Would Regulate

Kevin Warsh disclosed holdings in crypto and AI firms before his Senate hearing. The real question is not his investments. It is whether he will cut rates in a stagflation environment to satisfy the man who nominated him.

power 2026-04-17

Trump Says He'll Fire Powell Even After the Chair Term Ends. The Market Is Betting He Won't.

Trump threatened to remove Powell not just as chair but as a Fed governor. Polymarket says 8.5% chance he actually does it by June. The gap between the threat and the market reveals the real bet.