As Kevin Warsh takes over the U.S. Federal Reserve, bond investors are betting he’ll prioritize inflation fighting. Read more.

Warsh's AI-driven easing thesis meets a bond market running on structural deficits and depleted reserves, setting up the most consequential yield curve trade of 2026.

As Kevin Warsh takes over the U.S. Federal Reserve, bond investors are betting he’ll prioritize inflation fighting. Read more.