A New Era Is Beginning In Markets | Weekly Roundup

A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly?

This week, we break down Warsh's first FOMC meeting, the end of traditional forward guidance, and why they believe peak hawkishness may already be behind us despite the Fed's messaging.

We also discuss the AI capex boom, the future of Bitcoin and MicroStrategy, tightening liquidity, housing affordability, and whether markets are entering a fundamentally different regime. Enjoy!<...