What Does Kevin Warsh Bring To The Fed?
Written by Michael Lebowitz and Lance Roberts | Jan 21, 2026 | Daily Market CommentaryIt appears that President Trump wants Kevin Hassett to remain in his role at the…
> Read MoreIt appears that President Trump wants Kevin Hassett to remain in his role at the…
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> Read MoreThe JOLTs data released on Wednesday paint a picture of labor market stagnation. The graph…
> Read MoreBill Dudley, a respected economist and President of the New York Fed during the Financial…
> Read MoreIntroducing the new Factor Rotation Model.
> Read MoreYesterday’s Commentary discussed the potential impact of regime change in Venezuela on the energy sector….
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> Read MoreYTD returns across major U.S. asset classes continue to reflect a highly concentrated market. The…
> Read MoreMost Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime…
> Read MoreGDP, released on Tuesday, showed that the economy grew by a larger-than-expected 4.3%. Powering the…
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> Read MoreOn Monday night, copper prices, as shown below, reached an all-time high of over $12,000…
> Read MoreIn the ALL-WEATHER model we are reducing both SLV and GDX back to target allocation weights.
> Read MoreInflation in the European Union is nearing 2%, expected to dip below it in 2026…
> Read MoreIn 1850, Economist Frederic Bastiat famously wrote an essay entitled “That which is seen, and…
> Read More🔎 At a Glance Is “Santa Claus” Still Coming? Fed’s Soft Landing Narrative Portfolio Tactics…
> Read MoreBlue Owl Capital spooked AI investors on Wednesday when the Financial Times reported that the…
> Read MoreAccording to Bloomberg, Fannie Mae and Freddie Mac have been increasing the mortgages and mortgage-backed…
> Read MoreYesterday’s Commentary discussed Trump’s inclusion of Kevin Warsh in the race for Federal Reserve chair….
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