May Markets in Focus: The Kevin Warsh Era Begins + The Market's AI Response

Phil Rosen goes Inside The ICE House to explain how the Kevin Warsh era as Fed Chair is beginning to take shape and what it signals for monetary policy and market expectations. He breaks down how investors are parsing early cues on rates, inflation, and credibility as a new leadership tone emerges at the central bank. Rosen also explores the market’s evolving response to the AI trade, including where enthusiasm remains strong and where skepticism is creeping in.