TechFlow News, February 12: According to JIN10 Data, Krishna Guha, an analyst at Evercore ISI, believes Kevin Warsh’s reputation as a “hawk” on inflation may be overstated. Although his nomination initially pushed up U.S. Treasury yields and depressed gold prices, Warsh should instead be viewed as a pragmatic conservative who can distinguish between supply-driven and demand-driven inflation—making him potentially more flexible in the current environment. Warsh has noted that artificial intelligence and productivity gains represent positive supply-side shocks, which could alleviate pressure to adopt restrictive monetary policies. He also supports balance sheet reduction but is unlikely to pursue aggressive tightening measures that could disrupt markets. Amid a tense political climate, the Federal Reserve is expected to continue its consensus-oriented approach, albeit under extraordinary pressure.
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