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Research & Insights

Warsh Shows His Hawkish Side — and the Gulf Ceasefire Cracks: A quarter-point hike nobody was surprised by turned into a selloff nobody was ready for

Warsh Shows His Hawkish Side — and the Gulf Ceasefire Cracks: A quarter-point hike nobody was surprised by turned into a selloff nobody was ready for

Warsh Shows His Hawkish Side — and the Gulf Ceasefire Cracks: A quarter-point hike nobody was surprised by turned into a selloff nobody was ready for

July 2026 Recap

Pete Giancello

Sep 241 min read

A Ceasefire in the Gulf, a Reshuffle at the Fed: The Strait of Hormuz reopens on paper while Warsh quietly rebuilds the Fed's playbook from the inside.

A Ceasefire in the Gulf, a Reshuffle at the Fed: The Strait of Hormuz reopens on paper while Warsh quietly rebuilds the Fed's playbook from the inside.

A Ceasefire in the Gulf, a Reshuffle at the Fed: The Strait of Hormuz reopens on paper while Warsh quietly rebuilds the Fed's playbook from the inside.

June 2026 Recap

Miqdad Mawji

Jun 301 min read

Powell's Out. Warsh Is In. Now the Real Test Starts. The most-telegraphed Fed transition in years finally happens — the market's patience with hawkish rhetoric is about to be tested

Powell's Out. Warsh Is In. Now the Real Test Starts. The most-telegraphed Fed transition in years finally happens — the market's patience with hawkish rhetoric is about to be tested

Powell's Out. Warsh Is In. Now the Real Test Starts. The most-telegraphed Fed transition in years finally happens — the market's patience with hawkish rhetoric is about to be tested

May 2026 Recap

Pete Giancello

May 291 min read

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