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#kevin warsh
GENIUS Act stablecoin rules miss deadline, 2027 clock looms
GENIUS Act stablecoin rules missed the 2026 deadline, leaving issuers and US regulators on a compressed path to the law's Jan. 18, 2027 backstop.
Federal Reserve minutes show split over 2026 rate path
Federal Reserve minutes from June showed stronger inflation concern and no immediate support for cuts, keeping the 2026 rate path divided.
Fed task forces: Warsh taps outsiders for overhaul
Fed task forces took shape under Kevin Warsh as the chair named business and academic outsiders to review data, communications and the balance sheet.
US inflation expectations rise to 3.7% in June survey
US inflation expectations rose to 3.7 per cent in June, the highest since September 2023, adding pressure to a Fed holding rates at 3.50%-3.75%.
PCE may cool on paper before prices cool in the real economy
Core PCE inflation could be revised lower by methodology changes, giving markets a cooler Fed signal even if underlying prices stay sticky.
Why five-year Treasuries are the Warsh era sweet spot
Five-year Treasuries are drawing big bond managers as Kevin Warsh's hawkish Fed steadies inflation bets without fully punishing duration.
Treasuries slip back into oil-shock mode as Iran threats return
Treasury yields rose as Trump’s renewed Iran threats pushed Brent above $82 and forced traders to price a tougher inflation and Fed path.
PCE inflation 2026: hot print keeps Fed hike bets alive
PCE inflation 2026 is expected to reaccelerate, backing Kevin Warsh's hawkish Fed stance and keeping rate-hike bets in play.
Goldman’s gold cut puts the Fed back in charge of bullion
Gold price outlook 2026 shifted lower after Goldman cut its year-end target to $4,900 as the Fed’s hawkish reset pushed yields and the dollar higher.
Treasury yields fall as Iran deal cuts Fed hike odds
Treasury yields fell as the Iran deal cut oil-shock fears, lowered December Fed hike odds and pushed traders back into duration.
Kevin Warsh Fed meeting: 4.2% inflation test for markets
Kevin Warsh’s first Fed meeting gives markets a test of his rate signals as 4.2 per cent inflation keeps hike bets alive.
Pirro Fed probe losses stay on books, DC judge rules
Pirro Fed probe losses will remain on the record after a federal judge refused to erase DOJ setbacks tied to Jerome Powell.
Pirro Fed probe losses stay on books, DC judge rules
Pirro Fed probe losses will remain on the record after a federal judge refused to erase DOJ setbacks tied to Jerome Powell.
ECB rate hike 2026: first rise since 2023 on inflation
ECB rate hike 2026 lifted the deposit rate to 2.25 per cent as energy costs pushed inflation forecasts higher.
US inflation hits 4.2% as energy costs surge in May
US inflation hit 4.2% in May, the fastest pace in three years, as higher energy costs complicated the Fed's rate path near term.
OpenAI files for IPO at $852bn as AI giants rush to Wall Street
OpenAI confidentially submitted a draft S-1 to the SEC on 8 June, joining Anthropic and SpaceX in a $3.6 trillion AI listing wave that tests Wall Street's capacity.
Oil surges 5.1pc to $93 as US strikes Iran for second night; stock futures slide
Oil surged 5.1 per cent to $93.15 a barrel and US stock futures fell after the American military launched a second consecutive night of strikes on Iran, putting further strain on a fragile ceasefire.
Fed rate hike odds hit 52% as Trump pressures Warsh
Fed rate hike odds jumped to 52% after strong jobs data as Trump pressured Kevin Warsh before his first FOMC meeting.
Logistics costs hit four-year high as Fed faces supply shock
Logistics costs are back at a four-year high, reviving supply-driven inflation risks that make the Fed’s rate call harder.
Fed rate hike odds rise after Logan inflation warning
Fed rate hike odds rose after Lorie Logan warned sticky inflation could force the central bank to tighten again in 2026.
Fed rate hike risk returns as Hammack warns on inflation
Fed rate hike risk is back after Beth Hammack said inflation may force tighter policy, complicating the June hold case.
Warsh Fed hires signal policy-shop shift for rates
Warsh Fed hires, including a Project 2025 author, show how the new chair may reshape policy work as inflation keeps rate cuts distant.
Fed independence in focus as Powell warns on credibility
Fed independence is back in focus after Jerome Powell warned political removals would damage credibility and market trust.
Citadel's warning shows the Fed debate turning toward hikes
Fed rate hikes are back in play after Citadel Securities warned inflation, not labor slack, is now the bigger risk for Warsh's central bank.
Consumer sentiment hits record low as Dow hits record high
The University of Michigan consumer sentiment index plunged to an all-time low of 44.8 in May 2026 even as the Dow Jones Industrial Average closed at a record 51,032, exposing a historic divergence between Wall Street optimism and household financial distress driven by war-fuelled inflation.
