The new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inflation, rising Treasury yields, shrinking equity risk premia and pressure from the White House. Also: investing in China’s home-grown AI ecosystem, and the predation in prediction markets.
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About Eye on the Market
Since 2005, Michael has been the author of Eye On The Market, covering a wide range of topics across the Markets, investments, economics, politics, energy, municipal finance and more.