Analysis
Kevin Warsh: What the New Fed Chair Means for Markets
Kevin Warsh became Fed chair in May 2026. Here's who he is, his hawkish inflation stance, and what his 'regime change' means for rates, the …
Inflation
All Inflation coverage
Analysis
Strait of Hormuz Oil Shock: The Risk Markets Ignore
A Strait of Hormuz oil shock could reignite inflation, force a Bank of Japan rate hike, and trigger a yen carry trade unwind that hits …
Analysis
Clem Chambers: Fed 'Printathon' Means a Decade of Inflation
Clem Chambers argues Trump's Fed will be forced to print money for the industrial and AI buildout — meaning 5–9% inflation for a decade. …