Kevin Warsh

Silicon Surging

Silicon Surging

Aside from the three-week extension of a brittle ceasefire in the Middle East, the news this week was focused on SpaceX’s pre-IPO filings, Kevin Warsh’s Congressional testimony, and blowout earnings among semiconductor companies.

Rates on Hold, Leadership in Focus

Rates on Hold, Leadership in Focus

This week, financial markets were shaped by a convergence of monetary policy continuity and rising attention to Federal Reserve leadership. At its January meeting, the Federal Reserve voted to hold interest rates steady, marking the first pause since it began easing policy in mid-2025.