#WalshonFedPolicy Kevin Warsh Nominated as Fed Chair — Market Implications (Feb 2026)
On Jan 30, 2026, President Trump nominated Kevin Warsh, former Fed Governor (2006–2011), to succeed Jerome Powell. Known historically as an inflation hawk, Warsh now blends near-term rate cuts with long-term balance sheet reduction (QT) — signaling a potential regime shift in U.S. monetary policy.
💼 Background & Policy Evolution:
Warned against QE2 and excessive stimulus during 2008 crisis
Since 2025, acknowledges AI-driven deflationary pressures, supporting short-term rate cuts while maintaining QT discipli