Stories
A Weakening U.S. Job Market Forces a Fed Pivot Under a Data Blackout
Delivered contentious 9–3 rate cut in December 2025; signaling cautious approach with only one cut projected for 2026 amid deep internal divisions
Money Moves
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ongoing
The Fed's Great Division
Navigating deepest internal divisions in decades over rate policy
Rule Changes
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ongoing
The FDIC Just Cut the SVB/Signature “Bailout Bill” — and Added a Refund Clause
Partnered in the systemic-risk decision; provided broader liquidity backstop
Rule Changes
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ongoing
U.S. Regulators Dismantle Post-Crisis Limits on Leveraged Lending
Co-author of 2013 guidance, not (yet) party to rescission
Rule Changes
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ongoing