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Warsh’s Fed Bid Stalls as GOP Senator Ties Vote to Powell DOJ Probe

The hold could keep Jerome Powell in the chair past May 15, clouding the outlook for interest rates.

Overview

  • Kevin Warsh, who testified Tuesday before the Senate Banking Committee, pledged to keep rate decisions independent and said he would sell virtually all of his financial assets if confirmed.
  • Sen. Thom Tillis said he will block advancing the nomination until the Justice Department resolves its criminal investigation into Jerome Powell over statements about Fed headquarters renovation costs.
  • The DOJ probe centers on alleged false testimony related to a project whose estimates climbed to roughly $2.4 billion, and prosecutors recently tried to visit the renovation site as legal fights over subpoenas continue.
  • Jerome Powell said he would serve as chair pro tem if no successor is confirmed by May 15, a step allowed under federal law that lets a chair stay on an interim basis until the Senate acts.
  • Economists and investors warned the standoff could sway expectations for rate cuts and test the Fed’s independence, especially as Warsh shifts from a reputation for favoring higher rates to recently backing lower rates and a new communication framework.