Peter St Onge Podcast Ep 159 Weekly Roundup: Trump Picks "Inflation Hawk" Fed Chair
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Feb 9, 2026 A roundup of major economic news, from a surprise pick for Fed chair and plans to fight inflation to market reactions in gold, silver, and bitcoin. Discussions cover U.S. factory reshoring and rising production. Silver’s wild price moves and industrial demand are explored. Debate about AI’s growth impact and whether automation will eliminate jobs, plus policy’s role in smoothing the transition.
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Warsh Signals Harder Money Mix
- Kevin Warsh's Fed nomination signals a tougher stance on inflation than markets expected.
- Warsh proposes rate cuts paired with quantitative tightening to cancel dollars and reduce inflation.
Manufacturing Reshoring Is Gaining Momentum
- U.S. factory production and orders are rising, driven by reshoring and tariffs prompting investment.
- Tax cuts and deregulation make American manufacturing competitive and attract foreign capital.
Make Investment Attractive With Policy
- Reduce taxes and regulatory red tape to make U.S. investment attractive and preserve jobs.
- Use immediate expensing for new factories to effectively make factory investment tax free for years.
