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A New ‘Warsh’ Cycle

The Fed may be entering a new era, and investors expecting easy rate cuts could be in for a surprise. This week on the Basis Points podcast, Kevin Flanagan is joined by Maggie Lucier, Senior Associate, Investment Strategy. Together, they discuss why Kevin Warsh's policy approach could mean higher-f…
AI-related debt issuance has surpassed $500 billion in 2026 alone, adding to supply pressures in bond markets already contending with a nearly $2.0 trillion U.S. budget deficit. This week, Maggie Lucier joins Kevin Flanagan to discuss what is keeping Treasury yields elevated, the impact of Fed unc…
Long-term Treasury yields have surged following the July FOMC meeting, as limited forward guidance raised questions about the Fed’s policy reaction function. On this week’s episode of Basis Points, Kevin Flanagan examines whether persistent inflation and resilient labor data could leave Chair Warsh…
The Fed kept rates unchanged at the July FOMC meeting, but markets are increasingly focused on the prospect of future hikes. This week on Basis Points, Kevin Flanagan explains why the next move may be a matter of when, not if, and what investors should watch in the months ahead. Basis point: 1/100…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Basis Points by WisdomTree Asset Management است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.