The U.S. Financial Regulatory Week Ahead
Kevin Warsh is slated for a Senate Banking Committee hearing on April 21, with the committee expected to approve his nomination to chair the Federal Reserve. However, the Justice Department’s ongoing probe into former Chair Jay Powell’s testimony has become a political roadblock, prompting Senate Majority Leader John Thune and other Republicans to call for its dismissal. Senator Thom Tillis has pledged to block any Warsh confirmation vote until the investigation is resolved. Meanwhile, regulators are rolling out revised model‑risk guidance and the CFTC and SEC are launching new enforcement and outreach initiatives.
The Global Week Ahead
The week of April 19‑26 is dominated by a sharp escalation in Iran‑U.S. tensions after the U.S. Navy seized an Iranian‑flagged cargo vessel, threatening to derail a two‑week cease‑fire that expires on April 21. EU leaders convene in Cyprus, where...
Recommended Weekend Reads
The curated weekend reads underscore how the Iran‑War is reshaping global energy prices, inflating costs and reviving debate over the petrodollar’s relevance, while Gulf states grapple with three post‑war scenarios ranging from cooperation to fragmentation. In Europe, a trans‑Atlantic economic...
The Global Week Ahead
The United States has imposed a naval blockade of the Strait of Hormuz, pushing crude oil above $103 a barrel and raising the risk of direct conflict with Iran. Simultaneously, the IMF and World Bank are convening in Washington, where...
U.S. Financial Regulatory Week Ahead
SEC Chair Paul Atkins will unveil a proposal this April to let public companies file semi‑annual instead of quarterly reports, a move that has drawn opposition from major asset managers such as BlackRock and Fidelity. Meanwhile, House Financial Services Chair...
The Global Week Ahead
The week of March 29‑April 5 is dominated by three interlocking crises: the U.S.-Israel war with Iran, a stalled Ukraine peace process, and looming U.S. tariff reviews. President Trump faces an April 6 deadline for Iran to accept U.S. peace terms,...
U.S. Financial Regulatory Week Ahead
The week of March 30‑April 1 will be unusually quiet in Washington as Congress and most regulators pause for Easter and Passover, but key events include a moderated discussion with Fed Chair Jay Powell at Harvard and Fed Vice Chair Michelle Bowman...
U.S. Financial Regulatory Week Ahead
Congressional activity this week is dominated by a major banking reform vote, as the Federal Reserve, OCC and FDIC plan to adopt the final phase of Basel II on Thursday, modestly reducing capital requirements for large banks and eliminating duplicate...
Recommended Weekend Reads
The curated weekend reads reveal that the U.S./Israel strikes on Iran have effectively shut the Strait of Hormuz, cutting roughly one‑third of global seaborne fertilizer shipments and driving urea prices up about 30% in a month. The disruption exposes the...
The Global Week Ahead
Oil prices surged above $100 per barrel as the Iran‑US‑Israel conflict intensifies, leaving the Strait of Hormuz gridlocked. G7 finance ministers are meeting to discuss a coordinated release of strategic oil reserves, while the Federal Reserve and European Central Bank...
Recommended Weekend Readings
The newsletter highlights a resurgence of U.S. geopolitical pressure on China, from Trump’s revived Monroe Doctrine in Latin America to a new 15% global tariff. Demographic data show major population gains in Texas and Florida while New York and California...
The Global Week Ahead
The Mexican army killed CJNG boss "El Mencho" near Puerto Vallarta, triggering fierce gun battles and an unprecedented U.S. military task‑force partnership. President Trump announced a new 15% tariff regime under Section 122, but it can only stay in effect for...
Recommended Weekend Reads
This episode curates a set of recent reports on three major themes: U.S. trade policy after the Supreme Court blocked President Trump's use of the IEEPA, escalating U.S.-Iran military tensions and Iran’s domestic challenges, and broader geoeconomic issues such as...
Recommended Weekend Reads
This weekend’s reads dissect the shifting geopolitics of NATO under Trump’s “quiet‑quit” strategy, the erosion of U.S. reliability among European allies, and Germany’s push to become Europe’s new defense hegemon. They also examine the economic fallout of Trump’s expansive tariff...