Tag: federal reserve

  • Will Kevin Warsh Become Fed Chair Or Are We Getting Trumped???

    Will Kevin Warsh Become Fed Chair Or Are We Getting Trumped???

    Donald Trump has nominated Kevin Warsh as the next Chair of the Federal Reserve, raising questions across markets given Warsh’s long reputation as an inflation hawk. While known for warning about easy monetary policy, asset bubbles, and Fed intervention, Warsh has also argued that balance sheet tightening makes policy more restrictive than rate levels alone… Read more

  • Is Kevin Warsh as Fed Bullish economy?

    Is Kevin Warsh as Fed Bullish economy?

    Polymarket odds point overwhelmingly to Kevin Warsh as Trump’s likely pick for Fed Chair, and markets may be underestimating what that actually means. While Warsh is viewed as an inflation hawk who values Fed independence and tighter policy credibility, that very stance could help anchor inflation expectations, lower long-term yields, and make any future rate… Read more

  • The Fed holds rates steady and are comfortable waiting (BULLISH ECONOMY)

    The Fed holds rates steady and are comfortable waiting (BULLISH ECONOMY)

    The Federal Reserve held rates steady, signaling growing confidence in economic resilience as inflation continues to cool and the labor market stabilizes. With policy near neutral and tariff-driven price pressures fading, the Fed is choosing patience. Read more

  • PMI & Consumer Sentiment

    PMI & Consumer Sentiment

    January 2026 data from S&P Global’s Flash PMI and the University of Michigan Survey of Consumers shows an economy still expanding, but facing lingering tariff-driven cost pressures. Services growth has slowed, manufacturing costs remain elevated, and labor demand is flat amid uncertainty. At the same time, consumer sentiment is improving and inflation expectations are stabilizing.… Read more

  • GDP Strong, Claims Low, Inflation Sticky: A Snapshot of the U.S. Economy

    GDP Strong, Claims Low, Inflation Sticky: A Snapshot of the U.S. Economy

    Todays data Initial Jobless claims week of January 17th Last Read: 199kForecast: 208k – Actually came in at 200k. (This is lower than expected & also a historically low number).– The 4-week moving average was 201.5k (the lowest level since Jan 13, 2021.– Insured Unemployment is still trending down coming in at 1.849mil Overall the Read more

  • IMF World Economic Outlook

    IMF World Economic Outlook

    The IMF Econ outlook: Growth is uneven: the U.S. remains stronger than others. U.S. GDP Q3 2025 was 4.3% The strength came from 1. Tech & Ai investment 2. Rebound from the govt shutdown. Projections for the U.S. gdp growth for 2026 @ 2.4% (revised up .3%) and 2027 @ 2%. ****Scott Bessent @ the Read more