Abnormal Committee Votes May Define Warsh’s Fed Tenure
"“This is not normal [a reaction to the party-line committee vote] is going to be a theme,” Sahm told Fortune. “Frankly, it could be a theme for Warsh’s tenure as Fed chair.” https://t.co/K0UUJy4cAK
Fed Refines Max Employment Metric; Warsh’s Critique Remains Vague
Over the past 20 years, the Fed has been building a more rigorous understanding of what maximum employment means and how to pursue it. As he is about much of what the Fed does, Warsh is a vocal critic...
40% Expect Strait of Hormuz Traffic Normalization After November
40% of oil and gas firms in the @DallasFed survey expect it'll be November or later before Strait of Hormuz traffic returns to normal. https://t.co/aNqqqDpuML
Warsh: Tariffs Cause Temporary Price Spikes, Not Inflation
Senator: "Some Fed officials have said this excess [3%] inflation is due to tariffs. Do you agree?" Warsh: "No, I don't. ... the data is imperfect ... trimmed averages take out the tail risk ... [I will] survey a billion prices" The...
Warsh Confirmation Hearing Highlights Unusual Fed Chair Process
There's nothing normal about this season of Fed Chair Apprentice, and it is far from over ... My preview of Kevin Warsh's confirmation hearing. https://t.co/S3gLBjAF7V
Seeking Recent Kevin Warsh Interviews, Including John Cochrane
hey, Claude cue me up some Kevin Warsh interviews / talks / panels from the past five years to (re)listen to. ... even found some with John Cochrane, bonus.
White House‑Fed Tension Persists Beyond New Chair Appointment
Interviewer: Do you think the tension between the White House and the Fed goes away when Warsh becomes Chair. Me: No. It continues (form may change some) until the President backs off and lets the Fed do its job. And...
Presidential Data Spin Undermines Trust in Economic Statistics
"That trust is frayed by the president spinning economic data before it is even released. Claudia Sahm, said that “it’s a degrading of an institution, it’s a degrading of a norm” that runs the risk of “chipping away at the...
February Hires Rate Hits Pandemic‑level Low of 3.1%
"The hires rate decreased over the month [of February 2026] to 3.1 percent. This was the lowest hires rate since April 2020 when it was also 3.1 percent." Employers only brought on as many workers (as a % of payrolls)...
New Book Offers Fresh Insight on Inflation Expectations
Perfect timing for a new book on inflation expectations. https://t.co/CpPzlHzxxf by Olivier Coibion and Yuriy Gorodnichenko https://t.co/Cy5qOH9CED
Post‑Fed, Iran War’s Hidden Employment and Income Risks Emerge
When the dust settles after tomorrow's Fed meeting, the potential economic costs of the war in Iran are likely to feel more real. Headlines will be hawkish with a greater emphasis on inflation, but downside risks to employment and disposable...
Economy Risks Highlighted Despite No Recession Watch
“I am not on recession watch, but I am concerned.” My new post shares excerpts from three recent interviews on risks facing the U.S. economy. https://t.co/poGM4kmiYY
Fed May Cut Rates If Energy Prices Trigger Recession
"Higher inflation could cause the Fed to eventually raise interest rates. But Sahm said the Fed will also consider what could happen if energy costs rise so high that the economy slows down. “That’s a scenario in which the Fed would...
Current Cycle Productivity Hits Long‑Term 2.2% Benchmark
"The 2.2-percent annualized rate of nonfarm business productivity growth in the current business cycle thus far is higher than the 1.5-percent rate of the previous business cycle, from the fourth quarter of 2007 through the fourth quarter of 2019, and...
White House Persists with Unpopular Tariffs Despite Tax Backlash
What's fascinating is that tariffs are deeply unpopular --- as tax increases often are -- and the White House doubles, triples down on them.