RenMac Off-Script: Warsh Lets the Hawks Fly
About this episode
The episode discusses the implications of Fed Chair Kevin Warsh's first meeting and the hawkish outcomes affecting interest rates and economic indicators.
RenMac breaks down new Fed Chair Kevin Warsh's first meeting — the most hawkish FOMC outcome on record by the move in the two-year yield — why falling oil won't pull the Fed off its tightening bias, and how rate hikes are now on the table as soon as July. The team also discusses the fragile Iran settlement, a firmer dollar, the Defense Production Act's reach into non-defense names, US-versus-ex-US equity leadership, and the week ahead in core PCE, Micron, and Fed speakers.
More episodes of RenMac
- RenMac Off-Script: Memorandum of Misunderstanding
- RenMac Off-Script: Redistributing the Oxygen*
- RenMac Off-Script: State of the Fed Disunion
- RenMac Off-Script: Flying Blind
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