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Warsh Drops Fed Forward Guidance, Launches 5 Task Forces as Fed Lifts 2026 Rate Forecast to 3.8%

businessmacroeconomics 166 posts · 59 accounts

At his first post-meeting press conference, Federal Reserve Chair Kevin Warsh said the central bank has dropped forward guidance and will issue shorter, fact-based policy statements, while launching five task forces to review Fed communications, the balance sheet, data sources, productivity and jobs, and inflation frameworks. The shift followed the Fed's decision to hold its benchmark rate at 3.5% to 3.75% in a unanimous 12-0 vote and lift the median projected fed funds rate for 2026 to 3.8% from 3.4%, with nine of 18 policymakers penciling in at least one hike.

Warsh said the reviews should make recommendations by the end of 2026 and would not revisit the Fed's 2% inflation target. He also did not submit his own rate projection, consistent with his criticism of forward guidance. Updated forecasts showed 2026 GDP growth slowing to 2.2% and inflation staying higher for longer, with PCE not returning to the 2% goal until 2028, while short-term interest-rate futures moved to price a bigger chance of a hike than a hold by September.

From the sources (25 posts)

@firstsquawk

Economists Bet On Higher Rates As Kevin Warsh Takes Reins At The Fed – FT

@cnbc

Treasury yields fall ahead of Kevin Warsh's first Fed meeting

@business

New Federal Reserve chief Kevin Warsh has promised an overhaul of communications

@business

The Fed under Kevin Warsh looks likely to communicate less with investors and that may mean more market volatility.

@coinmarketcap

THIS WEEK: 🇺🇸 Fed Chair Kevin Warsh faces his debut press conference Wednesday with inflation stuck above the 2% target and markets watching for any signal on whether rate hikes are coming.

@cointelegraph

🚨 UPDATE: According to Wintermute, markets are now focused on Fed Chair Kevin Warsh’s first FOMC meeting, with investors watching whether he prioritizes 4.2% headline inflation or softer core inflation and falling oil prices.

@cointelegraph

⚡️ UPDATE: Markets are pricing in a 99% chance the Fed holds rates steady tomorrow, with investors focused on Kevin Warsh’s first comments as Fed Chair.

@milkroadai

RT @MilkRoadMacro: At 2pm EST today, Kevin Warsh will announce his first interest rate decision. There's currently a 99.6% chance that he…

@deitaone

🚨 *FED LEAVES RATE UNCHANGED

@bulltheoryio

BREAKING: The Federal Reserve leaves interest rates unchanged. This is the first Fed meeting chaired by Kevin Warsh.

@cryptorover

💥 BREAKING: The Fed held rates unchanged. Now all eyes are on Kevin Warsh’s first ever FOMC speech as Fed Chair.

@tradfi

*FED LEAVES INTEREST RATE UNCHANGED, WARSH TO GIVE FIRST FOMC SPEECH IN 30 MINUTES

@firstsquawk

U.S. (JUN) FED INTEREST RATE DECISION ACTUAL: 3.75% VS 3.75% PREVIOUS; EST 3.75%

@maxcrypto

🚨 BREAKING 🚨 🇺🇸 Fed keeps rates unchanged as expected.

@zerohedge

*FED HOLDS BENCHMARK RATE IN 3.5%-3.75% RANGE IN UNANIMOUS VOTE *FED REMOVES STATEMENT REFERENCE TO ADDITIONAL RATE ADJUSTMENTS

@tradfi

*FED LOWERS MEDIAN 2026 GDP PROJECTION TO 2.2% FROM 2.4%

@kobeissiletter

BREAKING: The Federal Reserve leaves interest rates unchanged in its first policy decision with Kevin Warsh as Fed Chairman.

@wallstengine

FED CHAIR WARSH HOLDS RATES UNCHANGED, AS EXPECTED

@zerohedge

*FED: NINE OF 18 FOMC PARTICIPANTS PENCIL IN 2026 RATE HIKE

@financialjuice

🔴 ⚠️ BREAKING: US INTEREST RATE DECISION ACTUAL 3.75% (FORECAST 3.75%, PREVIOUS 3.75%) $MACRO

@tradfi

*FED: NINE OF 18 FOMC PARTICIPANTS PENCIL IN 2026 RATE HIKE

@deitaone

*FED LOWERS MEDIAN 2026 GDP PROJECTION TO 2.2% FROM 2.4%

@gurgavin

*FED LEAVES BENCHMARK RATE AT 3.75%; EST. 3.75%

@bitcoinmagazine

BREAKING: 🇺🇸 Federal Reserve officially leaves interest rates unchanged.

@hedgeye

BREAKING: The Federal Reserve leaves interest rates unchanged

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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