Approaching a Potential "Value Zone" Sooner Than Expected

Jan 30, 2026 • 4 Min Read

Portfolios

Warsh Is Fed Chair Nominee

Reports late Thursday afternoon indicated that the White House was preparing to support Kevin Warsh as the nominee for the next Federal Reserve Chair. Warsh surged to over 90% probability on Polymarket around 7:00 p.m. on Thursday, overtaking Rick Rieder. On Friday morning, President Trump announced via Truth Social that he was moving forward with Warsh as his nominee.

Initial market reaction suggests investors are pricing in a modestly more hawkish pol...

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