#BalanceSheetTheory
1/2 After Kevin Warsh’s G30 Spring Lecture, Chair Raghuram G. Rajan commented that he “pretty much” agreed with everything Warsh said.

#FederalReserve #WarshEra #CentralBankReform #PolicyCredibility #BalanceSheetTheory #MacroPolicy
BasisPointInsight.com - What Will the Fed's "Warsh Era" Bring? by Mohamed A. El-Erian
The next Federal Reserve chair will inherit an institution that, by any historical measure, is deeply fractured internally and lacks credibility externally. By strengthening the Fed’s analytical frame...
basispointinsight.com
February 26, 2026 at 12:11 PM