Kevin Warsh's coming U-turn

凯文·沃什即将转变方向

Editor's Picks from The Economist

2026-06-15

7 分钟
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A handpicked article read aloud from the latest issue of The Economist. Donald Trump wanted his new Federal Reserve chair to slash interest rates. Soaring inflation and a booming economy mean the central bank will have to do the opposite. Topics covered: Federal ReserveKevin WarshInterest Rates Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
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  • The Economist.

  • Hello, Mike Bird here, co-host of Money Talks, our weekly podcast on markets, the economy and business.

  • Welcome to Editors Picks.

  • We've chosen an article from the latest edition of The Economist, which we very much hope you'll enjoy.

  • Most of Kevin Walsh's career, becoming chair of the Federal Reserve with the American

  • economy hot and in need of higher interest rates, would have been the stuff of professional Nirvana.

  • Few central bankers had staked out so hawkish a reputation, so it is ironic that this scenario has come to pass,

  • yet it seems likely to make Mr Warsh's life miserable as he starts at the Fed.

  • For that he can thank the circumstances of his appointment.

  • President Donald Trump wants lower interest rates and appointed Mr Warsh in January because he too favoured them.

  • Back then the economic case for looser money was respectable.

  • The post-pandemic inflation surge had been all but killed and the jobs market looked like it was wobbling.

  • Mr Warsh's out-of-character dovishness provoked wry smiles, but not scorn from other central bankers,

  • most of whom were glad that Mr Trump had picked someone sane for the job.

  • Alas, the happy coincidence is over.

  • The case for lower interest rates has crumbled.

  • Mr Trump still wants rate cuts.

  • But, if anything, today's economic conditions demand tighter money.

  • Since Mr. Walsh's appointment, America's labour market has firmed up.

  • From March to May, payrolls swelled by an average of 188,000 per month.