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Watch Live: Fed Chair Warsh Explains Why He Hiked Rates Into Stagflation
Watch Live: Fed Chair Warsh Explains Why He Hiked Rates Into Stagflation
The FOMC just (unanimously) hiked rates for the first time since July 2023 despite recent inflation prints slowing...
Additionally, recent macro surprises are clearly signaling stagflation - the central banker's nemesis...
So, a hike for credibility... but Warsh’s biggest challenge will be communicating his outlook without reverting to forward guidance, even as markets seek clarity on whether today’s likely move is one-and-done, or the start of a broader tightening cycle.
With investors forced to extract more signal from his language, the press...
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Sep 15, 2026 / Kyle Anzalone
War Against Iran Created ‘Strategic Inventory Shortfalls’ of Key Munitions
A Pentagon Inspector General report reviewing the first four months of the war found that US munitions expenditures have created shortages in strategic weapons inventories. On Tuesday, Congress received an IG report reviewing the first four months of the war. The report quotes the Office of the Under Secretary for Acquisition and Sustainment OUSW(A&S) explaining […]
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Mar 5, 2026 / Tyler Durden
UBS Discusses Next Maritime Chokepoint Investors Should Watch
UBS Discusses Next Maritime Chokepoint Investors Should Watch
A lot of attention has centered on the Strait of Hormuz since the waterway was effectively shut not only by the IRGC drone threat, but mostly because maritime insurers are withdrawing war-risk coverage across the region. Our focus now shifts to the other critical maritime chokepoints. If Washington can pressure Iranian oil flows and, by extension, curb China's cheap Gulf crude flows, then the Taiwan Strait and South China Sea also emerge as potential flashpoints that traders can no longer afford to...
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Aug 17, 2026 / Tyler Durden
The Never-Ending Cycle Of Taking Offense...
The Never-Ending Cycle Of Taking Offense...
Authored by J.B.Shurk via AmericanThinker.com,
Americans should not fear the past...
I remember the first time I came across a “trigger warning.” I was on a university campus in the ‘90s, attending the first lecture of a new history professor. As I perused her course syllabus, I was impressed with the reading list and organization. Then I spotted an incongruous “warning” to women and African Americans suggesting that they might find some of the material offensive. At first, I thought it was an inappropriate joke. I asked someone about it, and...
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