Kevin Warsh at the Fed: What It Means for Inflation, Investors, and Emerging Markets

February 16, 2026

In this episode, we ask: What does Kevin Warsh’s nomination mean at a time when U.S. monetary policy faces rising inflation, growing debt, and fragile global markets? Could his leadership signal a change in how politics and central bank independence interact? And how might the Fed’s credibility and, by extension, global financial stability shift under his watch? We explore the stakes, the questions, and the possibilities, leaving the implications open for debate.

Speakers
Otaviano Canuto
Senior Fellow
Senior Fellow at the Policy Center for the New South, Affiliate Professor at Mohammed VI Polytechnic University and Non-Resident Senior Fellow at Brookings Institute. Former Vice President and Executive Director at the World Bank, Executive Director at the International Monetary Fund (IMF) and Vice President at the Inter-American Development Bank. ...

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