Weekly Market Review

This report outlines current US economic policy shifts under Fed Chair Warsh and Treasury Secretary Bessent, prioritizing inflation control and national economic capacity. It also provides a comprehensive recap of global market performance for the week ending June 28, 2026.

Key Takeaways

• 1.Fed Chair Kevin Warsh has committed the FOMC to a strict 2% inflation target, emphasizing policy as the primary driver.
• 2.Treasury Secretary Bessent is pivoting US economic statecraft toward national capacity and reciprocity rather than unconditional open markets.

Table of Contents

• Overall
• Statecraft
• Statecraft II
• Statecraft III
• Statecraft IV
• Statecraft V
• Statecraft VI
• Statecraft VII
• Anecdote
• Week-in-Review
• Weekly Close
• YTD Equity Index Returns
• Disclaimer

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