The Warsh Fed: A Change in Style and Substance?
At the helm of his inaugural meeting, Federal Reserve Chairman Kevin Warsh affirmed that the central bank’s attention is squarely focused on price stability while also laying out a reform agenda. Head of Global Short Duration and Liquidity Daniel Siluk elaborates.
The Fed’s April Decision – More Than Meets the Eye
Head of Global Short Duration and Liquidity Daniel Siluk explains why the Federal Reserve (Fed) has the latitude to be patient as it waits to see how the U.S.-Iran war impacts not only aggregate inflation but also growth prospects for the U.S. and the world.
Is the Fed’s Stance in March Less Balanced Than Meets the Eye?
Head of Global Short Duration and Liquidity Daniel Siluk explains why he views Chairman Jerome Powell’s comments as more hawkish than what was revealed in the Federal Reserve’s March policy statement.
Kevin Warsh’s Nomination and the Next Era of U.S. Monetary Policy
Head of Global Short Duration and Liquidity Daniel Siluk discusses what President Trump’s nomination of Kevin Warsh as the next chairman of the U.S. Federal Reserve could mean for markets and the future path of monetary policy.
The Fed’s September Decision: Separating the Data From the Sideshow
The Federal Reserve’s September meeting delivered a widely anticipated 25 basis point rate cut. While headlines focused on the policy shift, the more significant takeaway lies in the Fed’s continued emphasis on data dependency and economic resilience. This article offers a breakdown of the rationale behind the decision, highlighting the contrast between dovish policy actions and resilient growth projections, and what this means for investors.
