Trump Nominates Warsh as Fed Chair, Signaling Shift in Monetary Policy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Source: CNBC
- New Fed Chair: Trump has nominated former Fed governor Warsh to succeed Powell as Fed Chair, indicating a potential shift in monetary policy direction, as Warsh, who supported higher interest rates in 2007, now favors rate cuts to stimulate economic growth.
- Economic Context: Warsh believes that the ongoing construction of data centers will lead to a productivity boom, which is expected to drive job growth, even though completed data centers require fewer human workers.
- Critique of Current Policies: In a recent interview, Warsh criticized Powell for adhering to outdated economic models, arguing that current economic growth should not be viewed as inflationary but rather as the beginning of a structural decline in prices.
- Discussion on Fed Independence: Warsh emphasized the importance of the Fed's independence in monetary policy but also noted that the Fed should not engage in issues unrelated to its dual mandate, such as climate change and diversity, reflecting concerns about current policy directions.
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Analyst Views on EL
Wall Street analysts forecast EL stock price to rise
18 Analyst Rating
8 Buy
9 Hold
1 Sell
Moderate Buy
Current: 67.980
Low
70.00
Averages
106.76
High
130.00
Current: 67.980
Low
70.00
Averages
106.76
High
130.00
About EL
The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its products are sold in over 150 countries and territories under a number of brand names, including Estee Lauder, Aramis, Clinique, Lab Series, Origins, M.A.C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr.Jart+, and the DECIEM family of brands, including The Ordinary and NIOD, and BALMAIN Beauty. It is a licensee for fragrances, cosmetics and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care, sun care products and others. Its makeup products include foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, and mascaras, eyeshadows and eyeliners.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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