Warsh's Fed Debut, Strong Retail Sales, and the M&A Surge

5:485 chapters12 sources

0:005:48

About this episode

Fed Chair Kevin Warsh chairs first FOMC meeting amid three-year inflation highs, May retail sales beat forecasts at 0.9% but tax refund boost raises questions, global M&A hits five-year high with megadeal surge

Chapters

Sources & Citations

Fed meeting live: Kevin Warsh faces challenging inflation backdrop in his first meeting as Fed chairman

finance.yahoo.com

3 things to know about the new Fed chief's first meeting

www.npr.org

June FOMC Preview: Meet the Warsh Fed: Rates on Hold, Communication in Focus

www.conference-board.org

Kevin Warsh steps into Fed Chair role amid spiky inflation and political pressure

www.marketplace.org

US retail sales beat expectations in May | Reuters

www.reuters.com

Retail sales surge past expectations, signaling robust consumer spending | Investing.com

www.investing.com

Advance Monthly Sales for Retail and Food Services, May 2026 | US Census Bureau

www.census.gov

Retail sales rise in May 2026 as consumer spending holds strong | Drug Store News / Circana

drugstorenews.com

Global M&A by the Numbers: Q1 2026 | S&P Global

www.spglobal.com

Record megadeals in first quarter sets the pace for global M&A gains | Reuters

www.reuters.com

Global M&A Q1 2026 Market Update | FTI Consulting

www.fticonsulting.com

M&As Are Heating Up: 3 Investment Bank Stocks to Benefit in 2026 | Nasdaq