Federal Reserve Chair Kevin Warsh told the Senate Banking Committee on July 15 that the current wave of AI investment is not a bubble but capital expenditure that will expand the economy's productive …
Federal Reserve Chair Kevin Warsh announced the Fed's 9–3 decision to maintain interest rates at 3.5%–3.75%, emphasizing a strict 2% inflation target and highlighting strong economic resilience driven…
President Donald Trump's June 2026 remark that he 'love[d] the inflation' has drawn renewed attention after Federal Reserve staff cited AI-related investment as a contributing factor to inflationary p…
Federal Reserve Chair Kevin Warsh views artificial intelligence as a disinflationary force, but minutes from the June 16-17, 2026, FOMC meeting reveal deep internal divisions, with many officials flag…
Bond investors are demanding significantly higher yields on a new BlackRock-led financing deal compared to a similar arrangement nine months ago, reflecting increasing perceptions of risk associated w…
The PHLX Semiconductor Index (SOX) has pulled back roughly 20% from its mid-June peak, erasing more than a third of its 2026 gains in about three weeks, according to market analysis. The selloff was t…
Federal Reserve Chair Kevin Warsh, sworn in on May 22, 2026, held rates steady near 3.6% at his inaugural FOMC meeting on June 17, reiterating that the 2% inflation target is non-negotiable before any…
Global stocks lost $1.3 trillion in value as the artificial intelligence trade reversed, hitting AI and semiconductor stocks including Micron Technology, SK Hynix, and Samsung Electronics. The Nasdaq …
Federal Reserve Chairman Kevin Warsh on Tuesday and Wednesday declined to specify how he would tackle inflation, telling lawmakers he wants to be "more circumspect" in communications, while colleagues…
Federal Reserve Chairman Kevin Warsh deflected Democratic criticism during his first congressional testimony this week, facing questions about his ties to President Trump and an AI task force led by b…
Federal Reserve Chair Kevin Warsh sidestepped Senate questions on inflation, AI, and contact with President Donald Trump during his second day of congressional testimony, frustrating Fed-watchers by a…
Federal Reserve Chair Kevin Warsh told Congress that the artificial-intelligence investment surge may cause a temporary price bump but does not signal long-term inflation, pushing back against panic o…
Federal Reserve Chairman Kevin Warsh told lawmakers Wednesday that the AI investment boom will likely raise measured prices over the next 12 months, but argued those increases may not be inflationary …
Federal Reserve Chair Kevin Warsh told Congress on July 14, 2026, that nominal wage growth is moving at a "reasonable pace" but called the disconnect between robust productivity gains and wage increas…
Federal Reserve chairman Kevin Warsh told the Senate Banking Committee on Wednesday that AI-driven investment will not be inflationary because it will trigger a supply response, and he predicted AI wi…
Federal Reserve Chair Kevin Warsh testified before a House hearing that the Fed does not want to be in the bailout business, rejecting cryptocurrency bailouts while committing to fighting sticky infla…
Federal Reserve Chair Kevin Warsh pledged Tuesday that the inflation surge of the past five years will be 'a thing of the past' and identified AI-driven business investment as 'the most striking featu…
Federal Reserve Chair Kevin Warsh said AI investment is becoming a primary driver of economic growth, with high-tech spending surging nearly 25% in the first quarter of 2026, driven by data center con…
Federal Reserve Chairman Kevin Warsh pledged a policy regime change to eliminate the inflation tax, citing the benefits of an AI investment boom.…
The latest episode of the Talk Your Book podcast, sponsored by F/m Investments, discusses the case for TIPS over nominal treasuries, why ZTOP buys only the largest high yield issuers, bond investor wa…