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Aug 31, 2026
Kevin Warsh walked into Jackson Hole on Friday and left no ambiguity about who's running monetary policy — and it wasn't the guy in the White House.
Aug 28, 2026
Kevin Warsh steps to the podium at Jackson Hole this morning as Fed Chair, and the room he's walking into is already arguing.
Aug 27, 2026
Jackson Hole starts tomorrow, and the economy just handed Kevin Warsh the worst possible warm-up act.
Aug 26, 2026
Nvidia reported last night, and the number is almost difficult to say out loud: $93 billion in a single quarter, and they guided higher.
Aug 25, 2026
Scott Bessent had a busy Sunday. By Monday morning, markets across three continents were already repricing what came next.
Aug 24, 2026
Kevin Warsh walks into Jackson Hole this Thursday inheriting an economy that's simultaneously too hot on inflation and too cold on growth — and the bond market isn't waiting for him to figure it out.
Aug 21, 2026
Three separate stories landed yesterday and they all pointed the same direction. Not a great direction.
Aug 20, 2026
Three separate central bank stories landed this week, and somehow they all point at the same thing: long-end yields are the most contested number in global finance right now.
Aug 19, 2026
Rough night. The Iran ceasefire expired, bond yields hit a 19-year high, and South Korean stocks had one of their worst single days in years. Pour yourself something and let's get into it.
