Matt Peterson

Warsh risks repeating Powell’s Fed mistakes

Watch Peter Navarro as a canary in the coal mine for when Trump turns on Kevin Warsh. Navarro's latest column attacks Warsh for considering rate hikes. www.washingtontimes.com/news/2026/au...

By Peter Navarro · washingtontimes.com · 4 min read

Analysis: Kevin Warsh sharpens inflation warning at Jackson Hole, signaling possible rate hike

At Jackson Hole, Kevin Warsh showed he had heard the critics dumping on his credibility. He came as close as he is ever likely to do to indicating he is on the precipice of raising interest rates i...

By Matt Peterson · cnbc.com · 5 min read

Choking Iran's Economy Is the Least Bad Way to End the War

"With Trump and his brother-in-arms, Israel Prime Minister Benjamin Netanyahu, running short of options to end the war they started without much of a plan, the route of economic asphyxiation is pro...

bloomberg.com

Warsh faces Fed independence test as Bessent moves in on central bank's turf

Bessent’s bond intervention comes at a delicate time for Kevin Warsh. The Fed’s assistance would be needed to make a lasting dent in the Treasury market. The Fed hasn’t signed on, but Warsh has exp...

By Matt Peterson · cnbc.com · 5 min read

The Treasury Market’s Coveted Status as a Safe Haven Is Fading

Greg Ip on Bessent's treasury buybacks: "The move, while reducing yields in the short run, might yet raise them in the long run by eroding the U.S.’s reputation for stability and predictability."

wsj.com

Today's treasury buyback move wasn't huge in itself, but it's part of a clear pattern of Bessent intervening to tamp down yields. That is creating a fair amount of market risk for the Treasury, and putting even more pressure on the Fed. With @steveliesman.bsky.social www.cnbc.com/2026/08/19/b...

Sneak peek: Trump administration to talk growth with finance ministers, CEOs in Asheville, N.C.

Axios appears to have quietly edited this story by Mike Allen about the G20. It originally said Kevin Warsh will speak at the event. Now it says he will "co-host." I don't see any sign of a correct...

By Mike Allen · axios.com · 2 min read

TBAC, the nonpartisan market committee that advises Treasury, has warned at least twice that using buybacks to control the yield curve is risky. Treasury is couching these buybacks as liquidity management, but the market won't see it that way.

Analysis: Bond market pressure is squeezing Main Street as Wall Street waits on Warsh

We're stuck in a low-boil bond crisis that's starting to weigh on politics, too.

By Matt Peterson · cnbc.com · 6 min read

On the money, from Robin Brooks: "When you have a lot of debt and run unsustainably large budget deficits, you’re extremely vulnerable to any old shock that comes along. It’s not about the shock, but - instead - the mess we are making of fiscal policy on a global scale."

Trump family-backed crypto firm World Liberty gets conditional bank charter approval

The OCC has given conditional approval to World Liberty Financial's request for a national trust bank charter. That will enable it to issue its own stablecoins, among other things.

By Matt Peterson · cnbc.com · 3 min read

What fresh hell will this summer Friday unleash? Can’t wait to find out!!!

The budget deficit is expected to hit $2.1 trillion this fiscal year, the Congressional Budget Office says. CBO had estimated $1.9 trillion before the Supreme Court struck down some Trump tariffs. That ate into revenue projections.