Episode
The MOU and Warsh: A Changing Macro Landscape
- Podcast
- Notes on the Week Ahead
- Published
- Jun 22, 2026
- Duration seconds
- 631
- Processing state
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Summary
Last week, as a frothy stock market continued to zigzag across a high plateau, two events occurred with significant implications for the macroeconomic outlook. First, the President signed a Memorandum of Understanding with Iran, potentially bringing the Iran war to a close. Second, Kevin Warsh presided over his first meeting as Fed Chairman, resulting in a slightly more hawkish tilt to monetary policy in the short run and the promise of significant reform in the long run.