The Warsh Effect, S&P 500 Fatigue, and Stalking the AI Storage Dip

The Warsh Pivot & The Inflation Wager

Photo by Rê Oliveira on Unsplash

The most significant shift last week was the appointment of Kevin Warsh as the new Fed Chairman. Historically a hawk—which is traditionally a headwind for equities—Warsh now appears more open to rate cuts, aligning with the President’s demands.

What matters is not just the intent, but t…