• Michael McKee
    The Beige Book suggests the economy is starting to bear the scars of the war, with businesses adopting a wait-and-see posture on hiring and investment.
    Notes more part-time hiring and price rises concentrated in fuel/gasoline.
  • Michael McKee
    Markets are acting prematurely; oil price damage will be worse and last longer than expected.
    Cites experts at IMF/IIF saying ceasefire won't bring prices down; needs end to war and Strait of Hormuz reopening for real relief.
  • Michael McKee
    Legally, the President likely cannot fire Fed Chair Powell without cause, and confirmation delays could lead to a legal fight over leadership.
    Compares to Lisa Cook case; notes allegations are general with no charges.
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