The Gold Lens · Topic
Kevin Warsh
2 analyses on how Kevin Warsh is shaping the gold market.
Macro & Markets
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
Macro & Markets
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
Central Banks 8 Geopolitics 7 Inflation 7 De-dollarization 6 Interest Rates 6 Monetary Policy 6 Safe Haven 5 Federal Reserve 4 Real Yields 4 China 3 Debasement 3 Iran 3 Long Read 3 Oil 3 PBOC 3 Physical Gold 3 Portfolio Strategy 3 Volatility 3 Asia 2 Consumer Demand 2 Correlation 2 Fund Flows 2 Gold ETFs 2 Gold Price 2