The Fed Reset, Part 1: A New Chair, A New Tone

Aymeric Poizot, Global Head of Investor Development at Fitch Ratings, is joined by Chief Economist Brian Coulton to examine what Kevin Warsh's arrival as Fed Chair means for monetary policy and markets.

They explore Warsh's more hawkish tone, his focus on Fed communications and balance sheet reduction, and his push to restore credibility on inflation. The conversation also breaks down the latest rate decision and what falling oil prices and persistent inflation could mean for the odds of a hike later this year and the impact on Treasury yields and credit markets.

What is Fixed Interests?

From Fitch Ratings, Fixed Interests unpacks the credit stories driving global markets. Join us for sharp, jargon-free conversations on macroeconomics, sovereigns, corporates, infrastructure, financial institutions, and emerging markets, giving you the context behind the credit trends that matter most.