Which Warsh Leads The Fed
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Which Warsh Leads The Fed
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We weigh whether Kevin Warsh will lead as a hawk, a dove, or a markets-first stabilizer, and why that framing may miss his core strength: structure and confidence. We map how board dynamics, politics, and tariffs shape the rate path and market stability over the next few months.
• Walsh’s background and crisis-era credibility
• Hawk, dove, or structure-first framing
• Why Trump might pick a market stabilizer
• Market plumbing versus macro models
• Rate cuts, inflation risk, and labor softness
• Fed board composition as institutional ballast
• Signals to watch ahead of the May decision
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