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Global Daily: Going Nuclear

4 February 2026 0:17 RaboResearch

Conversations on Warsh’s recent nomination to the Fed Chair position may have been mostly priced out of the market, but they still dominate the market chatter. The surface evaluation of Warsh is that of an inflation hawk, due to the reputation he built up during his stint at the Fed from 2006 to 2011.

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Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more