Kevin Warsh is in. Communication is out of the Fed? What next for the USD.

Kevin Warsh is in. Communication is out of the Fed? What next for the USD.

Warsh wants to change the communication dynamics of the Fed, especially around what he sees as "excessive" and out of scope. How exacly would such a change take place and what would be the consequences for the Fed, the FX markets and the US Dollar?

Near Term Tactics Around The US Dollar

What is the path ahead for the US Dollar in the present context of the war in Iran, new Fed Chair Kevin Warsh and higher global inflation.

Kevin Warsh and the US Dollar

With Iran fading out of the market's scope, Kevin Warsh will increasingly come to into focus. Who is Warsh? Will he be confirmed as Fed Chair? What is Warsh's stance on monetary policy? Will Jerome Powell leave the Fed? Will the Fed remain independent? What is the political landscape around this topic? And, ultimately, what is the impact of Kevin Warsh on the US Dollar?

Markets Still Believe the Iran Cease Fire Will Hold. What next for the US Dollar.

On 07 April 2026, less than 90 minutes before the imposed deadline, the US announced that a cease fire deal was reached with Iran to reopen the Strait of Hormuz and end the war. Is this really happening? Will this cease fire persist? Will Hormuz be reopened? What happens next in the war? And what is the path forward for the USD?

Is the Iran War really over? What next in the Forex Markets.

What is the path forward for the US Dollar now that, as the US claims, a deal has been negotiated with Iran? Today we look at near and long term impacts on the forex markets caused by the Iranian war and how to navigate these treacherous waters.