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James Lavish highlights concerns about economic policy divergence under new Federal Reserve Chair Kevin Warsh and new Treasury Secretary Scott Bessent.
He observes that two key charts representing their respective strategies are fundamentally at odds, raising the potential for challenges that could impact both Wall Street and Main Street in the coming years.
Lavish recently previewed his report on U.S. debt, focusing on policy risks in How America Becomes a Banana Republic. He has also outlined digital credit investment options for STRC and SATA as emerging alternatives in today's Informationist. These topics frame his ongoing analysis of policy and market strategies.