Crypto Macro Outlook

Fed Leadership Shift & Rate Outlook

Fed Leadership Shift & Rate Outlook

Key Questions

Who is the new Fed chair and what policy signals are emerging?

Kevin Warsh has become Fed chair and is facing a hawkish FOMC. Rate cut hopes are fading due to the Iran conflict and related inflation pressures.

What are markets expecting for interest rates in 2026?

Markets are pricing in a potential rate hike in 2026 amid 3.8% CPI and oil-driven inflation. This shift reflects the hawkish tone from the new leadership.

How has Bitcoin performed following the Fed leadership change?

Bitcoin fell to $74,190, its lowest level in more than a month. The drop stems from fears of tighter monetary policy under the new Fed chair.

Kevin Warsh becomes Fed chair with hawkish signals; markets price 2026 rate hike amid 3.8% CPI and oil-driven inflation. Bitcoin drops to $74k on tighter policy fears.

Sources (2)
Updated May 25, 2026