Notes on the Week Ahead

Author: Dr. David Kelly

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
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The Federal Reserve – New Leadership, Same Landscape
Episode 329
Monday, 2 February, 2026

On Friday, the President announced Kevin Warsh as his pick for Fed Chair. Warsh has a track record of hawkishness from his previous stint as Fed governor. He has also annunciated a broad philosophy that the Fed has moved too far from its original mandate by promoting ESG objectives and in enabling excessive federal spending through quantitative easing. That being said, he has argued more recently that the Fed should cut interest rates more aggressively.