Warsh is sounding more hawkish than earlier expectations—positive for
USD and US bond yields and negative for USTs, gold, and even equities.
● Warsh is advocating for more QTs, no more QEs (leaner Fed B/S),
and linking productivity growth against inflation vs growth dilemma—the
Phillips Curve is no longer applicable.
● Warsh may consider the trimmed mean CPI inflation as the Fed’s
inflation targeting tool rather than core PCE inflation.
https://wallstreetjpg.blogspot.com/2026/04/new-fed-chair-nominee-warsh-different.html
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