So, What Do We Know?

Warsh's Mark Antony Moment Submitted by Peter Tchir, Academy Securities — Macro Strategy Warsh's Mark Antony Moment I really wanted to go with Warsh is “puttin’ on the foil” as the title for our Jackson Hole preview, but I’m told the Hanson Brothers might not be as iconic as I thought. In any case, of all my failings as a parent, getting my kids to finally watch Slapshot is one of the easier ones to correct. I felt the “vibe” of Warsh “puttin’ on the foil” in the green room as he...

Fed Plans To Release Sweeping Bank‑Capital Rule By Late March: Top Regulator Authored by Andrew Moran via The Epoch Times (emphasis ours), Long-awaited banking regulation—also known as the Basel III Endgame framework—will be released next month, said the Federal Reserve’s top banking regulator. Michelle Bowman, vice chair for supervision of the Federal Reserve Board, in Washington on July 22, 2025. Ken Cedeno/Reuters Fed Vice Chair for Supervision Michelle Bowman, appearing at a Senate Banking Committee hearing on Feb. 26, confirmed that regulators are expected to release an updated Basel III proposal at the...

Moraes Orders Eduardo Bolsonaro Jailed For Lobbying Washington On Sanctions As His Brother Heads Into Brazil Runoff Brazilian Supreme Court Justice Alexandre de Moraes has issued an arrest warrant for Eduardo Bolsonaro and ordered the immediate start of his prison sentence, Anadolu Agency reports. Eduardo, a former federal lawmaker and son of ex-president Jair Bolsonaro, was convicted of lobbying the Trump administration for sanctions on Brazilian officials and higher tariffs on Brazilian exports. UPI notes the order lands less than three weeks before the Oct. 25 presidential runoff, in which his...