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

Some observers expect Kevin Warsh to be more dovish than predecessor Jerome Powell, but resurgent inflation could change that. 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.

New Fed Chair Kevin Warsh faces rising inflation expectations while pushing alternative metrics and AI productivity gains. Here's what it means for markets.

Trump shifts stance on lower rates as new Fed Chair Kevin Warsh takes office, with markets now pricing in rate holds or hikes amid rising inflation pressures.