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Kevin Warsh

Warsh at Jackson Hole: 10-Year Jumps to 4.67% on Hawkish Turn

September 12, 2026August 29, 2026 by Bruno
Warsh at Jackson Hole: 10-Year Jumps to 4.67% on Hawkish Turn

Chairman Warsh called inflation the Fed’s ‘predominant focus’ at Jackson Hole 2026, pushing the 10-year Treasury yield to 4.67% and shrinking near-term rate-cut bets.

Categories Inflation Tags 10-year yield, capital markets, federal reserve, jackson hole 2026, Kevin Warsh, treasury yields

Warsh’s Second FOMC: Bonds Brace as Inflation Runs Hot

September 12, 2026July 28, 2026 by Bruno
Warsh’s Second FOMC: Bonds Brace as Inflation Runs Hot

Kevin Warsh’s second FOMC meeting begins today with the fed funds rate at 3.50-3.75% and PCE at 4.1%. Here is what bond investors are watching.

Categories Inflation Tags bond market, capital markets, federal reserve, fomc meeting, Kevin Warsh, treasury yields

30-Year Yield Near 5% as Fed Holds and Hike Bets Rise

September 12, 2026June 23, 2026 by Bruno
30-Year Yield Near 5% as Fed Holds and Hike Bets Rise

The 30-year Treasury yield is at 4.94% as the Fed holds at 3.50-3.75% and nine officials pencil in 2026 rate hikes. What it means for markets.

Categories Market Trend Tags 30-year treasury, capital markets, federal reserve, Kevin Warsh, treasury yields, yield curve

Treasury’s Coupon Storm Hits Right After Warsh’s First FOMC

September 12, 2026June 16, 2026 by Bruno
Treasury’s Coupon Storm Hits Right After Warsh’s First FOMC

Treasury sells $24B in 5-year notes hours after the Fed decides June 17, then a 2y/5y/7y trio Jun 23-25 — ~$200B of supply in seven days.

Categories Stock Market Tags bond market, capital markets, fomc june 2026, Kevin Warsh, treasury auctions, treasury yields

Fed Stress Test 2026: What June 24 Will Tell Investors

September 12, 2026June 15, 2026 by Bruno
Fed Stress Test 2026: What June 24 Will Tell Investors

The Fed releases 2026 stress test results on June 24. With buffers frozen through 2027, the numbers matter — but not the way they used to.

Categories Market Education Tags bank capital, capital markets, ccar, fed stress test, Kevin Warsh, stress capital buffer

Kevin Warsh Inherits a Split FOMC and 4.97% Long Bond

September 12, 2026June 6, 2026 by Bruno
Kevin Warsh Inherits a Split FOMC and 4.97% Long Bond

Kevin Warsh took the oath as Fed chair on May 22, 2026, inheriting an 8-4 FOMC and a 30-year Treasury near 5%. June 16-17 is his first meeting.

Categories Federal Reserve & Rates Tags capital markets, Fed policy, federal reserve chair, fomc, Kevin Warsh, treasury yields

Warsh Takes Fed Chair: Bond Yields Fall as Powell Era Ends

September 12, 2026May 31, 2026 by Bruno
Warsh Takes Fed Chair: Bond Yields Fall as Powell Era Ends

Kevin Warsh was sworn in as Fed Chair on May 22, replacing Jerome Powell. Treasury yields fell across the curve in his first week.

Categories Stock Market Tags capital markets, federal reserve chair, fomc, Kevin Warsh, monetary policy

Warsh to Take Fed Helm: Powell Named Chair Pro Tempore

September 12, 2026May 16, 2026 by Bruno
Warsh to Take Fed Helm: Powell Named Chair Pro Tempore

The Fed named Powell as chair pro tempore on May 15, 2026, until Kevin Warsh is sworn in as the new chair — closing one era and opening another.

Categories Federal Reserve & Rates Tags capital markets, fed transition, jerome powell, Kevin Warsh, monetary policy

Kevin Warsh’s Fed Chair Path: Bond Markets Brace for Shift

September 12, 2026April 26, 2026 by Bruno
Kevin Warsh’s Fed Chair Path: Bond Markets Brace for Shift

Senate Banking Committee votes this week on Kevin Warsh’s Fed nomination. Bond markets are already pricing a hawkish shift — here’s what capital markets are watching.

Categories Federal Reserve & Rates, Stock Market Tags bond market, capital markets, federal reserve, Kevin Warsh, monetary policy, treasury yields

Kevin Warsh at the Fed: What Markets Need to Know Before April 21

September 12, 2026April 14, 2026 by Bruno

Trump’s Fed chair pick Kevin Warsh faces a Senate confirmation hearing April 21. Here’s what his hawkish track record means for rates, bonds, and equities.

Categories Federal Reserve & Rates Tags bonds, capital markets, federal reserve, interest rates, Kevin Warsh, monetary policy

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