Pillar

Dollar continues to press higher to start the new week

The US and Iran framework agreement remains fragile at best and as seen from the weekend, it can all fall apart at any point in time. There is some progress in talks in Switzerland but until we do see some real evidence of progress, it's hard to imagine things actually getting be

Signal over Noise: A new Fed framework

This episode explores the signals in the most consequential Fed debut in nearly two decades: what happened, how markets reacted, and where to go from here. The Fed held rates steady for a fourth consecutive meeting, while Warsh was more hawkish than expected, emphasizing price st

The Indian Rupee's relief rally pauses after the surprisingly hawkish Fed, Hormuz tensions

FUNDAMENTAL OVERVIEW USD: The US dollar surged across the board on Wednesday on the more hawkish than expected dot plot (the consensus was looking for no cuts or hikes this year). The median dot showed one rate hike this year and some of those hawkish members pencilled in multipl

Trump: I expect Kevin Warsh to go down as one of the very best Fed Chairman.

President Trump swears in Kevin Warsh as the new Fed Chair in a White House ceremony: I expect Kevin Warsh to go down as one of the very best Fed Chairman. No one is better to lead the Fed, than Kevin Warsh. Has the deepest respect for the institution The Fed is the pillar of the