Goodbye, Powell! Amid domestic and global uncertainties, Kevin Warsh officially took over the Fed on May 22. He said at his inauguration ceremony that he would “lead a reform-focused Fed” and emphasized his commitment to taming inflation. Today, with oil prices still hovering around $100, Warsh faces huge challenges. The whole market is watching how…
Tag: Economic Cycle
Kevin Warsh Hearing: Is the Fed About to Change?
Every trader lives under the same sky. That sky is the Federal Reserve. In about half a month, Jerome Powell will step down. The likely successor is Kevin Warsh. Young, ambitious, and ready to make a mark. As the saying goes, a new leader brings new changes. And Warsh is not holding back. He is…
How Will the US-Iran War End, and What’s Next for Markets?
Markets finally got some good news. Stocks, gold, and silver are rallying because both the U.S. and Iran are showing signs of easing tensions. Trump said he may withdraw troops within “two to three weeks,” claiming that “the objective has been achieved.” Meanwhile, Iranian President Pezeshkian stated that they have a “genuine willingness to end…
Lessons from History: Stagflation in the 1970s
The conflict between the U.S. and Iran is escalating, with no sign of easing. Iran has once again proven to be a “tough nut” in the Middle East, far from easy to break. Iran’s real weapons are not jets or tanks. They are the economy, the Strait of Hormuz, energy, and inflation. In recent months,…
Will the Economy Crash: War, Oil, and the Return of Inflation
The only thing we can be certain of is that, with oil prices rising, the dream of a rate cut has been shattered.
The Current Economic Cycle and The Opportunity for 2026
Happy Valentine’s Day! We are already two months into 2026. The market seems not quiet. Stocks, cryptocurrencies, and gold rise and then plummet. $1 trillion has been wiped out from the US stock market today. People are apprehensive, frightened, and afraid. They want to know what comes next. 1. I’m Positive About the World Economy…