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The nomination of Kevin Warsh “avoids a lot of the worst-case scenarios, but it's still unclear what impact he will have on rates,” one strategist said.
Dan Ives has gone mainstream as Wall Street's highest-profile stock analyst. Less well known are his growing set of overlapping business interests.
2026: The Year Of The Small Cap?
President Donald Trump said he plans to announce his choice for chairman of the Federal Reserve on Friday morning, a long-awaited decision that could set up a showdown on whether the U.S. central bank preserves its independence from the White House and electoral politics.For the past year, the president has aggressively attacked Fed Chair Jerome Powell, whose term as the head of the U.S. central bank ends in May. Trump maintains that Powell should cut the Fed's benchmark interest rates more drastically to fuel faster economic growth, while the Fed chair has taken a far more judicious approach in the wake of Trump's tariffs because inflation is already elevated.
Markets ticked lower on headlines that Kevin Warsh has President Trump's eye for Fed Chair. Kevin Green explains what the nomination means for the FOMC's outlook as PPI comes in hotter-than-expected.
Kevin Warsh's potential Fed chairmanship signals a paradigm shift toward rapid balance sheet reduction and unconventional 'cut-and-reduce' policy. Markets anticipate a steeper yield curve, higher long-term Treasury yields, and increased volatility as Warsh opposes quantitative easing and advocates for less Fed intervention.
A Kevin Warsh-led Fed would likely pursue lower rates for Main Street but tighter financial conditions for Wall Street. Warsh suggests productivity gains, especially from AI, could support growth without fueling inflation, justifying lower rates.
The last five years has seen interest rates rise materially and this has created more dispersion across asset class returns, much to the benefit of hedge funds looking to generate alpha
Kevin Warsh is a hawk, with a strong opposition to the QE, which could crush the debasement trade, and it's USD positive. Warsh is also for a more proactive Fed, and opposes the Fed's forward guidance, which could mean end of the SEP.
Trump's nominee for Fed chair has been hawkish about easy money. But this president demands it.
Business activity in the Chicago area rose to 54.0 in January, driven by increases in employment, new orders and production.
Wholesale prices rose more than expected in December, though the longer-term pipeline inflation trend showed signs of receding. The producer price index rose a seasonally adjusted 0.5% for the month, the Bureau of Labor Statistics reported Friday.
Federal Reserve governor Chris Waller, who was one of President Donald Trump's finalists as the next central-bank chief, said Friday that the Fed should have cut interest rates this week because of a poor U.S. job market.
US producer prices climbed more than anticipated in December, driven primarily by a rise in service prices. The Producer Price Index for final demand rose 0.5% month-on-month, accelerating from a 0.2% increase in November and surpassing economists' expectations of a similar rise.
Microsoft offers a compelling buy after a 25% correction; now trading at a forward P/E of 22, its lowest in a long time. Recent volatility in the Nasdaq 100 is seen as transitory, with high-quality tech stocks presenting attractive intermediate- and long-term opportunities.
In 2002, Warsh married billionaire Jane Lauder, granddaughter of Estée Lauder with a net worth of $2.7 billion. Warsh's father-in-law is billionaire Ronald Lauder, who was a classmate of Trump's in the 1960s and later donated to Trump's presidential campaign in 2016 (he's worth $5 billion as of Friday).
New population estimates for the United States confirm the educated guesses that economists had been making: population growth was slower last year. That likely portends future weakness in population growth, implying slower total gains for the U.S. economy.
President Donald Trump on Friday named Kevin Warsh to succeed Jerome Powell as Federal Reserve chair, ending a prolonged odyssey that has seen unprecedented turmoil around the central bank. CNBC's Steve Liesman breaks down what you need to to know about the Fed nominee.
US stocks opened lower on Friday, weighed down once again by struggling technology shares. That weakness came even as investors appeared broadly comfortable with President Donald Trump's decision to nominate Kevin Warsh as the next chair of the Federal Reserve.
It's a fact of life in the financial markets: sometimes stocks go up, and sometimes they go down.