Andrew Ackerman @amacker
Covering the Federal Reserve and #finreg for @washingtonpost. Formerly @wsj [email protected] DC via ATL & MCO Washington, DC Joined October 2007-
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Kevin Warsh sold himself to Trump as a rate-cutter. Now, one week before his first Fed meeting, inflation just hit a three-year high and some of his own committee members are openly talking about hikes. An early test of his tenure, with inflation above target for more than five years and headed in the wrong direction. wapo.st/4eEV7rJ
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The Hoover Institution folks throwing shade on Trump admin plans to reduce big bank capital cushions. "...the Fed is considering a reduction in already low bank capital requirements, to help banks recover lost market share. At the Fed, deregulation has come to mean less capital, not fewer rules." wapo.st/4eAi7ce
Not particularly reassuring: “They don’t even need to hear from us directly to know there is a problem,” said an executive with a major oil company. “There is no shortage of people out there saying this publicly. The inventories are at historic lows.” wapo.st/4e79hkM
Soaring fuel prices have pushed up the cost to transport fresh produce, which must often be shipped from farms in refrigerated trucks that tend to be less gas-efficient. “So you’re not only paying energy to ship it, you’re paying energy to keep it cool.” wapo.st/4oh9zdz
Despite rather conspicuously declining to commit to holding eight press conferences/year, Kevin Warsh will host one next week at the conclusion of the latest FOMC meeting, his first as Fed chief
Such a tough market for dc breweries. Ugh.
Inflation crossed 4 percent for the first time in three years in May, exacerbating Americans’ pain at the pump and dealing a fresh political blow to the White House, as the Iran war’s toll on consumers shows no sign of abating. wapo.st/3S2PCeA
Andrew Ackerman retweeted
Inflation surges wapo.st/3S2PCeA @amacker
4/4 The CFPB has shrunk from ~1,700 employees to just under 1,200, with court filings showing management wants to cut further to ~550. At the same time, admin is proposing to expand rule-writing staff — signaling even a smaller CFPB intends to actively engage on issues the Trump administration has prioritized.
3/4 One smaller lender now under CFPB scrutiny is Self-Help Ventures Fund, a nonprofit that traces its origins to a $77 bake sale in the early 1980s. It's affiliated with the Center for Responsible Lending, a group that has opposed the administration's efforts to dismantle the bureau.
1/4 The Trump administration tried to kill the CFPB. Courts stopped it. Now Russell Vought has found a different use for the bureau: going after small community lenders he calls "woke" while dropping cases against Wells Fargo, BofA and JPMorgan. wapo.st/4uk1wOI
“Governing is harder than campaigning, constraints are real, and the candidates who acknowledge that up front are the ones who end up delivering more than the ones who do not.” open.substack.com/pub/capitalcom…
Trump says Fed chair should ‘do whatever he wants’ but criticizes possible hikes. “There’s no reason to raise interest rates,” Trump said. “The country becomes great. We built the country by doing great and having rates low. What they do is when they raise interest rates, they try and kill success. I don’t want to kill success. We should actually lower interest rates.” nbcnews.com/politics/white…
Andrew Ackerman retweeted
If this is such an acute fear, probably should have picked someone other than Bill Pulte for DNI, because that decision made the need for warrants almost comically obvious.
Average hourly earnings rose 3.4% over the past year, the Labor Dept said Friday — below April's 3.8% inflation rate and a projected 4.2% in May. Workers are losing ground. wapo.st/4xaxqj7
@robblackwellAB “Don’t talk to me, criminal!” Would have been a reasonable follow up
The state of House lawmakers’ rhetorical abilities, to the Fed’s point person on banking supervision: isn’t it true you met with bank CEOs?
“Pulte's main accomplishment at the Federal Housing Finance Agency was making it easier for Fannie and Freddie to guarantee more mortgages for riskier borrowers. He's also the man who dug up the mortgage documents of Mr. Trump's political opponents…” wsj.com/opinion/bill-p…
Barr says regulatory relief largely tilted toward the biggest global banks, which got $65 billion capital relief. Also says executive compensation as a share of revenue is up about 20 percent while share buybacks are also up substantially.
Governor Barr participates in a discussion at the Community Development Bankers Association (CDBA) Peer Forum 2026 Watch live: youtube.com/watch?v=TqBUen… Learn more about Governor Barr: federalreserve.gov/aboutthefed/bi…
Kate Davidson @KateDavidson
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Conor Sen @conorsen
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210K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
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