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The "Kevin Warsh" Era... Has the Age of Easy Liquidity Ended?
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Trump did it and chose "Kevin Warsh" to be the new captain of the U.S. Federal Reserve.

This choice is not just a change in names, but a sign of the birth of a "new approach" in managing the world's most powerful central bank.

Warsh, who was the youngest governor in Fed history, is known for being a fierce critic of quantitative easing policies and balance sheet inflation.
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Why does the market care about this name?

Credibility before stimulus:
Warsh believes that the Fed should restore its credibility by reducing its balance sheet, and is not inclined to cut interest rates as a "reaction" to market volatility.

Artificial Intelligence as a Pressure Factor:
He believes that the AI revolution will increase productivity and structurally curb inflation, giving room for different monetary policies.

Market Reaction:
As soon as his name emerged as a strong candidate, the dollar surged, and high-risk assets such as gold and cryptocurrencies declined,
a clear indication of market expectations for a more decisive and disciplined approach.

*Alt text: Market charts illustrating dollar surge and decline in high-risk assets*

Summary:
Trump is looking for a "special type" leader who combines loyalty to his economic vision with firmness in restructuring the global "money kitchen."

We are at a stage where "real valuations" may dominate the scene again, instead of the narratives of excess liquidity we've been used to for years.

Do you think the Fed's independence will face its toughest test during Warsh's tenure?

Share your opinion with me, and follow me for more.

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