Macro
Macro
Trump-Era Venezuela Oil Deal Reshapes Market Risk
The Biden administration’s decision to revoke a key license for Venezuelan oil operations has now been overshadowed by a separate Trump-era deal...
Macro
Higher Yields Hit Fiscal Balances Harder Than Expected
The sharp rise in government bond yields over the past year is imposing a material and underappreciated burden on public finances in...
Macro
Warsh’s Forward-Looking Fed Path Signals Policy Shift
The Federal Reserve has long used its annual Jackson Hole symposium to signal major policy shifts, and this year may prove no...
Macro
Warsh puts Fed on collision course with Trump ahead of midterms
The Federal Reserve is on a collision course with the White House after Chair Jerome Warsh signaled at the Jackson Hole symposium...
Macro
Warsh Proposes Forward-Looking Fed Framework at Jackson Hole
A senior figure at the Federal Reserve used the annual Jackson Hole symposium to signal a tactical shift in the central bank’s...
Macro
Risk of Financial Repression Rises for US Bond Markets
The risk of a new age of financial repression is rising, as policymakers in the United States increasingly consider forcing investors to...
Macro
Warsh Jackson Hole Speech Maps Fed Policy Path but Leaves Key Questions
Kevin Warsh, a prominent candidate to lead the Federal Reserve under a potential second Trump administration, used his speech at the Jackson...
Macro
Read: Warsh’s Jackson Hole address in full
I need the full text of Kevin Warsh’s Jackson Hole address to proceed with the rewrite. The source material provided is only...
Macro
Warsh Speech Calms Markets but Leaves Fed Framework Unclear
Kevin Warsh’s address at the Federal Reserve’s Jackson Hole symposium provided a clearer window into his economic thinking, offering enough detail to...
Macro
Gopinath Calls Trump Tariffs Straight-Out Protectionism, A Great Gamble
The former International Monetary Fund deputy chief Gita Gopinath has described the Trump administration’s tariff policies as “straight-out protectionism,” warning that the...