Bankstocks

Inside Financial Services

  • Home
  • About Us
  • Presentations
  • Our Trading Policy
  • Contact Us
  • Follow Us On X

Friday Headlines: Bond market sours on Warsh

By Matt Stichnoth, July 31, 2026

Print Friendly, PDF & Email

Wall Street Journal: Kevin Warsh’s Honeymoon With the Bond Market Is Already Over

New York Times: Floundering A.I. ‘Nostradamus’ Hedge Fund Is Rescued by Rival

Financial Times: How Leopold Aschenbrenner, the ‘golden child’ of the AI trade, was laid low

Yahoo Finance: Trump administration rolls back red tape on smallest US banks to boost lending

Reuters: Fed chief Warsh faces hard choice on inflation after bond market’s ‘red flag’

New York Times: Bond Investors’ Inflation Angst Rises on Fed’s Lack of Guidance

Financial Times: Ares secures biggest flagship credit fund commitments in three years

Bloomberg: Why Private Credit Got Entangled With Insurance

Categories: Thoughts and Comments

Monday Headlines: Sheila Bair calls for end to bank stress tests

Thursday Headlines: Warsh credibility faces test after Fed keeps rates steady

A Decrease font size. A Reset font size. A Increase font size.

Sign up for daily Bankstocks.com emails

  • This field is for validation purposes and should be left unchanged.

Search Our Site

Tags

bank profitability CFPB Congress Dodd-Frank FDIC FHA financial crisis GSEs homeownership housing market ICBA interest rates payday lenders payday loans regulation ROEs SIFI

Bankstocks.com is a public web site operated by an individual who also operates an investment advisory firm that serve as an investment adviser to hedge funds (the "Firm"). Some articles are authored by employees of the Firm while others are authored by third parties. Under no circumstances does any article posted on Bankstocks.com represent a recommendation to buy or sell a security. This article is intended to provide insight into the financial services industry and is not a solicitation of any kind. The Firm does not vouch for the accuracy of any information contained in any article posted herein and the views expressed in any article herein do not necessarily reflect the views of the Firm. The Firm buys and sells securities on behalf of its fund investors and may do so, before and after any particular article herein is published, with respect to the securities discussed in any article posted herein. The Firm’s appraisal of a company's prospects is only one factor that affects the Firm’s decision whether to buy or sell shares in that company. Other factors might include, but are not limited to, the presence of mandatory limits on individual positions, decisions regarding portfolio exposures, and general market conditions and liquidity needs. As such, there may not always be consistency between the views expressed in this article and the Firm’s trading on behalf of its fund investors. There may be conflicts between the content posted on Bankstocks.com and the interests of the Firm. For an explanation of these conflicts, including an explanation of our trading policy, and how we resolve them, refer to the page marked “Our Trading Policy.”

Neither the authors nor any Bankstocks.com team members can provide investment advice or respond to individual requests for recommendations. However, we encourage your feedback and welcome your comments on any of the articles on this site. Neither the authors nor Bankstocks.com has undertaken any responsibility to update any portion of this article in response to events which may transpire subsequent to its original publication date.