# Kevin Warsh

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Fed Faces Inflation Pressure From AI, Tariffs & Rising Prices

Mark Hamrick discusses the upcoming jobs report and why inflation remains a bigger concern for the Fed than the labor market. He examines JOLTS data, the gap between wage growth and consumer prices, and manufacturing pressures tied to AI demand and supply-chain constraints. Hamrick also weighs the …

Neil Dutta Thinks 2027 Could Be Challenging for Stocks | Basis Points

Thank you to Neil for being on!Neil on LinkedIn - https://www.linkedin.com/in/dutta-neil/RenMac's YouTube - https://www.youtube.com/@UCRJplQ4Ynuph20iIzFP5twwRenMac - https://www.renmac.com/00:00 - Intro01:50 - Analyzing The Macro Daily07:18 - Why The Fed Has Been Raising Rates14:15 - Did the Septem…

The Fed, the Economy and the Year End Outlook

Today’s episode is called “The Fed, the Economy and the Year End Outlook”  where we’ll look at Kevin Warsh’s latest Federal Reserve press conference, the impressive 3.4% third-quarter GDP growth that reinforces our earlier expectations, and why corporate earnings and economic fundamentals matter fa…

Episode 026: Post-election focus on central bank errors

Introduction In this episode of Thematic Edge, Marvin Barth and Mark Farrington look beyond the US midterm elections to examine the economic and financial market challenges that may have been overshadowed by the political uncertainty it caused. Their starting point are the decisions by the Federal …

British dad’s missing organs and bloody handprints spark Scotland Yard probe into Grenada ‘accident’

Vice President Vance and congressional Democrats are already trading notes on potential areas of compromise after last night's midterm results delivered a decisive blue wave. The S&P is down two percent at 7,568.92 while the VIX has jumped six point three percent to 18.29. Oil has slipped to $93.89…

5% Is Normal. The Deficit Isn’t. | Tim Paulson

Stephen Dopp welcomes back recurring guest Tim Paulson for a reaction to last week’s Federal Reserve pause, recorded on midterm Election Day. Mr. Paulson thinks the federal funds rate gets far too much attention. A December hike has been quietly telegraphed but won’t be the start of a major cycle, …

‘Credit Is Breaking’: Danielle DiMartino Booth on the Margin Call That Hit Gold

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The AI boom is carrying the U.S. economy, but Danielle DiMartino Booth says it’s leaving most households behind. By her count, more than 100% of GDP growth is now coming from the AI trade, and without it the economy “looks kind of like an EKG that flat lines.” Families, she says, are spending what …

Kenyan cult leader jailed for life after ordering 191 followers to starve children to death

European skies are on high alert after a wave of hoax bomb threats forced at least 35 commercial flights to be searched or diverted this week. Fresh alerts hit airlines including Romania's Tarom as authorities scramble to separate real risks from coordinated hoaxes. Gold is holding steady at $4,076…

Vance blindsides Trump White House with isolationist Iran blast

Stronger-than-expected U.S. jobs data is forcing investors to rethink the path for Federal Reserve policy. The economy added 165,000 jobs in October, far above the forecast of 59,000, while the unemployment rate fell to 4.1%. Average hourly earnings also accelerated. The report reduces the odds of …

nuclear fuel shortage threatens AI power boom

A stronger-than-expected jobs report from the Labor Department has sharpened focus on the Federal Reserve's next moves with Chair Kevin Warsh at the helm. The data adds fresh stakes to the macro calendar as traders look toward Asia and position for any policy ripples when regional markets open. The…