Dr. Komal Sri-Kumar

President Trump told his new Fed chair, Kevin Warsh, to ignore the political pressure during his swearing-in ceremony—and then the president laid out what he’d like to see wsj.com/economy/centra… via @WSJ @mattgrossman

Latest SriKonomics, "Bond Market Allows No Honeymoon" is out. Why symbolic HIKE in rates should be among #Warsh's 1st moves srikonomics.substack.com/p/bond-market-… @federalreserve #FOMC

Correction: 5.19%

30-year Treasurys go over 5.9%, highest since 2007. And if you have been reading SriKonomics, you know that this is not the peak -- likely to go even higher #Warsh @federalreserve

nytimes.com/2026/05/18/bus… via @NYTimes Sorry to learn of the passing of Edmund Phelps, one of my Professors at Columbia University

@RitikaGuptaTV @Ryanair @RitikaGuptaTV, Great interview and discussion of differential impact of higher fuel prices! @CNBCi

Pleasure to speak with @Ryanair CFO this morning. He tells me they have plans for an ‘armageddon’ scenario & warns weaker european carriers may not survive the jet fuel crunch

Ryanair's CFO Neil Sorahan told CNBC that although the budget airline has planned for an "armageddon situation" amid ongoing Middle East uncertainties, it remains sanguine over its outlook for the year. Read more here: cnb.cx/49S65bq

You know you're building something special when you're putting up these kinds of numbers in the first hour! @rcwhalen @mattmarlinski

Latest SriKonomics, "Warsh's Test: Please Trump or Defend Fed" is out srikonomics.substack.com/p/warshs-test-… How should #Warsh conduct policy during initial #FOMC meetings? #Powell @federalreserve

@pboockvar We knew it was coming, Peter. Ominous that it happened on the final day of the Powell chairmanship 🤣

So today rising global bond yields finally matters?

@pboockvar Very timely, Peter!

Highly mixed and uneven this economy still is.

Latest SriKonomics, "Kevin #Warsh: Imminent Challenges" is out srikonomics.substack.com/p/kevin-warsh-… Big test: Can he successfully cut rates by reducing @federalreserve balance-sheet? #Powell #FOMC

@DiMartinoBooth Well said, Danielle! Thank you for backing #Powell in this!

"He is protecting his integrity and he is right to be protecting his integrity said my intention is not to interfere. People forget when Jay Powell was just a governor he made fewer speeches and was in that media less than any of the other 18 members of the federal open market committee." na2.hubs.ly/H05c8-00 #federalreserve #powell #dimartinobooth #kevinwarsh #economy

Latest SriKonomics, "Rate Cuts?! Warsh Faces New Reality" is out srikonomics.substack.com/p/rate-cuts-wa… What does vote by 3 Presidents implying next @federalreserve move cd be up mean for #Warsh ability to cut #rates? #FOMC

Had a timely & lively discussion with @davidlin_TV yesterday immediately following #FOMC mtg youtu.be/nLEa5VBkH68 Thank you, David! Implications of 3 region bk Pres dissenting -- most dissents since 10/1992, outlook for #Warsh @federalreserve

.@rcwhalen and I are having so much fun bringing you all The Wrap with Chris Whalen every Saturday. We really do have the nicest audience. 🤗❤️💙

Latest SriKonomics, "What We Learned From #Warsh: Very Little" is out srikonomics.substack.com/p/what-we-lear… If next Chair of @federalreserve governs just as he testified Tuesday, long-term investors will be clueless on policy #Powell #FOMC