The Gold Lens · Topic
Kevin Warsh
3 analyses on how Kevin Warsh is shaping the gold market.
The Fed Is Hiking Again. Gold Has Been Here Before.
The Fed has raised rates for the first time since 2023, and most of its officials expect to do it again this year. The textbook says that is bad for gold. The record of the last three hiking cycles is more useful: gold finished all three higher, and the hikes were never the part that mattered.
12 October 2026 · 10 min read
The Fed Has Stopped Giving Directions
Since June the Fed’s statements have carried no forward guidance, and at Jackson Hole Kevin Warsh made the case for keeping it that way. With a hike priced as likely this week, a Fed committed to ‘a discipline, not a decision’ faces its biggest call yet — and gold faces a louder data calendar.
15 September 2026 · 9 min read
The Warsh Fed's Hawkish Debut and What It Means for Gold
Kevin Warsh campaigned as a productivity dove. His first meeting as Fed chair delivered a hawkish hold and a dot plot tilting toward hikes. For gold, the tension between the man and the moment is the story.
18 June 2026 · 7 min readBrowse Other Topics