Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard

Podcast: The Outthinking Investor with Daleep Singh · PGIM

Opublikowano: 2026-07-07

The arrival of Kevin Warsh as Chair of the Federal Reserve marked a regime shift. At its June meeting, the Federal Open Market Committee (FOMC) dropped its easing bias, opening the door to interest rate hikes as supply shocks collide with hotter demand. The Fed also announced five new task forces to evaluate key priorities, from inflation frameworks to AI's impact on productivity and the labor market. Under Warsh, the central bank sent an unmistakable message: This is just the opening act for a very different Fed. James Bullard, former President and CEO of the Federal Reserve...