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Kevin Warsh is United States President Donald Trump’s pick to lead the Federal Reserve.
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He served on the central bank’s Board of Governors from 2006 to 2011.
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Democrats on the Senate Banking Committee voiced concern that the Federal Reserve’s independence would be threatened if Warsh were appointed to lead it.
Elizabeth Warren, Senator
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Senator Elizabeth Warren questioned Warsh’s independence, alleging he would be a “sock puppet” for Trump.
Kevin Warsh
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Warsh said: "I do not believe the operational independence of monetary policy is particularly threatened when elected officials — presidents, senators, or members of the House — state their views on interest rates."
Kevin Warsh
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Warsh said: "Monetary policy independence is essential. Monetary policymakers must act in the nation’s interest . . . their decisions the product of analytic rigour, meaningful deliberation, and unclouded decision-making."
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Warsh called for regime change at the Federal Reserve, including a new approach for controlling inflation and a communications overhaul to discourage colleagues from saying too much about the direction of monetary policy.
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Warsh blamed the Federal Reserve for an inflation surge after it slashed interest rates to nearly zero following the COVID-19 pandemic, a move he said continues to hurt U.S. households.
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Warsh said he would move quickly to use new data tools to gain better insight on inflation and would discourage policymakers from commenting on potential movements of interest rates.
Kevin Warsh
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Warsh said: "What the Fed needs are reforms to its frameworks and reforms to its communications. Too many Fed officials opine about where interest rates should be. That is quite unhelpful."
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Warsh has advocated shrinking the Federal Reserve’s $6.7 trillion balance sheet and said any such plans would take time and must be publicly discussed well in advance.
Jai Kedia, Research Fellow
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Jai Kedia said: "Warsh is presenting himself as a regime change candidate at a time when the Fed needs serious reform."
Jai Kedia, Research Fellow
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Jai Kedia said: "Particularly encouraging was his understanding of the negative effects of QE and his focus on reducing the balance sheet. He also correctly criticised mission creep and acknowledged that the Fed did better when it kept its focus on the dual mandate of keeping inflation at 2 percent and increasing employment."
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Quantitative easing, or QE, is an unconventional monetary policy under which a central bank lowers interest rates, among other measures, to boost the economy; it was used by several developed countries during the pandemic.
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Warsh’s private investments exceed $100 million, including two holdings in the Juggernaut Fund LP as part of his work advising for the Duquesne Family Office of Stanley Druckenmiller.
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His financial disclosure, nearly 70 pages long, showed that his other holdings include investments in SpaceX and Polymarket.
Kevin Warsh
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Warsh said: "I agreed to divest virtually all of my financial assets, the large majority of which will be divested."
Kevin Warsh
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Warsh said he would have virtually no financial assets and would be left in cash after completing his divestments.
Elizabeth Warren, Senator
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Senator Elizabeth Warren asked, "Do we have any way to verify that, in fact, these sales will occur if we have no idea what’s in them?"
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Warsh needs 13 votes to clear the 24-member Senate Banking Committee.
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The Senate Banking Committee has 13 Republican members and 11 Democrats.
Thom Tillis, Senator
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Senator Thom Tillis said he would vote against Warsh’s nomination and join Democrats, creating a 12–12 split on the committee.
Thom Tillis, Senator
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Tillis said he would not vote for any Trump nominee until the investigation into current Fed Governor Jerome Powell is concluded or called off.
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Federal prosecutors said last month they found no evidence of wrongdoing in their investigation into Jerome Powell.
Jeanine Pirro, U.S. Attorney
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Jeanine Pirro, the U.S. Attorney for the District of Columbia, has not indicated that the investigation into Powell will be dropped.
Selma Hepp, Chief Economist
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Selma Hepp said: "Today’s confirmation hearing underscored that Warsh is aiming for independence with guardrails. He rejected being a political ‘sock puppet’ and argued the Fed protects its autonomy by ‘staying in its lane.’ He offered no pre-commitment on rates, while emphasising inflation discipline, a large balance sheet, and a desire for clearer Fed communication."
Noel Dixon, Senior Macro Strategist
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Noel Dixon said that Warsh did not explicitly rule out lowering interest rates to 1 percent and was noncommittal, leaving room to justify rate cuts by the end of the year.
Donald Trump, President
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Donald Trump said he would be “disappointed” if the Federal Reserve did not lower interest rates.
Donald Trump, President
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In December, Donald Trump said he would not appoint anyone to lead the Federal Reserve unless they agreed with him.
Graham Steele, Academic Fellow
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Graham Steele said: "The public needs to know whether Mr. Warsh will have the courage of his convictions or if he’s willing to compromise his independence and accommodate more Wall Street deregulation."
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Warsh praised the administration’s push for increased bank deregulation.
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