Fed Leadership in Flux: The Road Ahead for Kevin Warsh

Published on February 4, 2026

After much speculation and wild swings in market expectations, President Trump has nominated Kevin Warsh as his Fed chairman. If confirmed, he is expected to replace current Chair Jerome Powell in May at the end of his term.

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Perspective on Factors Influencing Market Sentiment

February 4, 2026
With rising geopolitical tensions, sharp market swings and Congress at odds over Department of Homeland Security funding – likely to cause a brief government shutdown – there’s no shortage of factors influencing sentiment. Here, we address some of the most prominent headlines shaping sentiment and offer our perspective.

Warsh Nomination as Fed Chair Sparks Irrational Gold and Silver Selloff

February 4, 2026
So, President Trump has announced his pick for Federal Reserve Chairman, and the markets are not pleased. Everybody seems convinced that Kevin Warsh is a “hawkish” pick, and markets are throwing a temper tantrum because they think he might take the easy money punch bowl away.