Warsh's Fed nomination faces partisan headwinds. Dudley argues AI boom will *raise* rates via capital demand, not lower them, contrary to Warsh's potential thesis. Balance sheet reduction offers only marginal rate impact. Crucially, escalating oil shortages are driving spot prices far above futures, signaling an imminent supply crunch and inflationary pressure, making any June rate cuts highly improbable and complicating Warsh's path to credibility if he leans dovish.

explicit
NDX
RUT

explicit
Metals
USD
Federal Reserve 9.4
Central Bank
Bill Dudley 8.5
Fed Nomination & War Impact (with Romaine Bostick, Isabelle Lee)
4/22/2026 1:15:04 AM
wti
The problem is right now is that the futures market isn't reflecting the fact that we're having a growing shortage of oil... people are worried about running out of jet fuel in six weeks. Spot prices are already way above futures, indicating acute physical shortage and imminent supply crunch.
4/21/2026 10:56:53 PM short term sharp up 5 days later +3.67% +5.50%
4/21/2026 10:53:54 PM short term sharp up 5 days later +3.67% +5.50%
4/21/2026 9:02:49 PM short term up 5 days later +3.67% +3.67%
3/23/2026 3:29:56 PM medium term up 20 days later +7.29% +7.29%
3/23/2026 3:17:02 PM short term up 6 days later +11.40% +11.40%
3/20/2026 5:36:27 PM medium term up 21 days later +12.42% +12.42%
3/20/2026 4:29:36 PM medium term up 21 days later +12.42% +12.42%
3/19/2026 12:11:26 AM short term sharp up 5 days later -8.14% -12.21%
3/18/2026 11:29:30 PM short term sharp up 5 days later -3.94% -5.91%
3/18/2026 9:30:00 PM short term up 5 days later -3.94% -3.94%
3/18/2026 8:57:23 PM short term up 5 days later -3.94% -3.94%
3/9/2026 4:35:07 PM short term up 6 days later +12.04% +12.04%
3/5/2026 5:39:50 PM short term up 5 days later -4.02% -4.02%
3/5/2026 4:38:35 PM short term up 5 days later -4.02% -4.02%
9/23/2025 11:29:28 PM short term up 5 days later -2.37% -2.37%
9/10/2025 9:59:15 AM short term up 5 days later +3.45% +3.45%
8/28/2025 10:35:20 PM short term down 5 days later -0.06% +0.06%
8/20/2025 10:17:30 PM short term up 5 days later -0.43% -0.43%
Show all wti results
yields
The AI boom in the short term is probably going to raise interest rates not lower interest rates because it's a huge increase in demand for capital.
4/21/2026 9:02:49 PM short term up 5 days later +0.98% +0.98%
4/1/2026 10:00:00 AM medium term cautious down 20 days later -0.44% +0.22%
3/30/2026 9:16:07 PM medium term cautious down 20 days later -1.41% +0.71%
3/18/2026 11:29:30 PM medium term cautious up 20 days later +0.23% +0.12%
3/18/2026 8:57:23 PM medium term cautious down 20 days later +0.23% -0.12%
3/5/2026 10:19:45 AM medium term down 20 days later +6.85% -6.85%
2/24/2026 5:28:52 PM medium term cautious down 20 days later +3.80% -1.90%
1/31/2026 1:39:54 AM short term cautious down 7 days later -1.80% +0.90%
1/30/2026 4:06:49 PM short term up 7 days later -1.80% -1.80%
1/21/2026 10:03:18 PM medium term cautious up 20 days later -1.81% -0.91%
1/8/2026 11:18:05 PM medium term down 20 days later +1.34% -1.34%
1/8/2026 5:00:02 PM medium term cautious down 20 days later +1.34% -0.67%
12/23/2025 1:43:04 PM medium term cautious down 20 days later +0.85% -0.42%
12/22/2025 6:49:39 PM short term cautious down 6 days later -1.27% +0.64%
12/19/2025 4:38:22 PM medium term cautious down 21 days later +0.43% -0.22%
12/17/2025 4:02:54 PM medium term cautious down 20 days later +0.53% -0.27%
12/12/2025 11:35:37 PM medium term cautious down 21 days later -0.41% +0.20%
12/11/2025 8:07:07 PM medium term cautious down 21 days later -0.17% +0.08%
12/10/2025 11:45:00 PM short term cautious down 5 days later +0.19% -0.10%
12/10/2025 10:06:22 PM short term cautious down 5 days later +0.19% -0.10%
12/10/2025 9:59:59 PM short term down 5 days later +0.19% -0.19%
12/10/2025 9:58:25 PM short term down 5 days later +0.19% -0.19%
12/8/2025 4:22:22 PM short term down 6 days later -0.10% +0.10%
11/25/2025 1:10:38 PM short term cautious down 5 days later +2.45% -1.23%
11/25/2025 10:11:27 AM short term cautious down 5 days later +2.45% -1.23%
11/21/2025 4:18:30 PM medium term cautious down 21 days later +3.57% -1.78%
11/18/2025 10:02:58 AM short term down 5 days later -2.30% +2.30%
11/10/2025 7:15:17 PM medium term cautious down 20 days later -0.58% +0.29%
11/10/2025 5:17:27 PM medium term cautious down 20 days later -0.58% +0.29%
11/7/2025 10:50:35 PM medium term down 21 days later -0.34% +0.34%
11/4/2025 2:28:09 AM short term cautious down 5 days later -1.13% +0.57%
11/4/2025 2:28:09 AM short term cautious down 5 days later -1.13% +0.57%
11/3/2025 9:06:33 PM medium term cautious up 20 days later -1.25% -0.62%
11/3/2025 7:15:45 PM short term cautious down 6 days later +0.51% -0.26%
11/3/2025 5:15:56 PM medium term cautious up 20 days later -1.25% -0.62%
11/3/2025 3:04:15 PM medium term cautious down 20 days later -1.25% +0.62%
10/30/2025 5:30:59 PM medium term cautious down 20 days later +0.12% -0.06%
10/30/2025 1:30:10 AM short term cautious down 5 days later +1.37% -0.68%
10/30/2025 1:00:07 AM short term cautious down 5 days later +1.37% -0.68%
10/29/2025 11:38:10 PM short term cautious down 5 days later -0.10% +0.05%
10/29/2025 10:44:00 PM short term down 5 days later -0.10% +0.10%
10/29/2025 10:11:32 PM short term cautious down 5 days later -0.10% +0.05%
10/29/2025 10:00:33 PM medium term cautious down 20 days later +0.98% -0.49%
10/29/2025 9:40:37 PM medium term cautious down 20 days later +0.98% -0.49%
10/29/2025 9:34:46 PM short term cautious down 5 days later -0.10% +0.05%
10/29/2025 9:30:01 PM short term cautious down 5 days later -0.10% +0.05%
10/29/2025 9:19:58 PM medium term cautious up 20 days later +0.98% +0.49%
10/29/2025 9:15:22 PM medium term cautious down 20 days later +0.98% -0.49%
10/29/2025 9:15:00 PM medium term cautious up 20 days later +0.98% +0.49%
10/29/2025 9:08:09 PM short term cautious up 5 days later -0.10% -0.05%
10/29/2025 9:05:01 PM medium term cautious down 20 days later +0.98% -0.49%
10/29/2025 9:02:24 PM short term cautious down 5 days later -0.10% +0.05%
10/29/2025 8:57:22 PM short term cautious down 5 days later -0.10% +0.05%
10/16/2025 6:04:41 PM short term cautious down 5 days later -1.35% +0.67%
10/16/2025 4:52:44 PM medium term cautious down 20 days later +2.15% -1.07%
10/16/2025 4:01:47 PM medium term cautious down 20 days later +2.15% -1.07%
10/15/2025 9:05:27 PM medium term cautious down 20 days later +4.55% -2.28%
10/15/2025 8:00:24 PM medium term cautious down 20 days later +4.55% -2.28%
10/15/2025 5:49:02 PM short term cautious down 5 days later -0.33% +0.16%
10/15/2025 1:03:55 PM short term sharp down 5 days later -0.33% +0.49%
10/15/2025 12:59:00 PM short term sharp down 5 days later -0.33% +0.49%
10/14/2025 11:49:39 PM medium term cautious up 20 days later +1.06% +0.53%
10/14/2025 10:05:13 PM short term cautious down 5 days later -1.48% +0.74%
10/14/2025 9:31:14 PM medium term cautious down 20 days later +1.06% -0.53%
10/14/2025 9:15:03 PM medium term cautious up 20 days later +1.06% +0.53%
10/14/2025 7:56:12 PM medium term cautious up 20 days later +1.06% +0.53%
10/3/2025 6:45:12 PM medium term cautious up 21 days later -3.96% -1.98%
10/3/2025 5:48:20 PM medium term cautious down 21 days later -3.96% +1.98%
10/3/2025 5:24:31 PM medium term cautious down 21 days later -3.96% +1.98%
9/30/2025 10:13:15 PM short term cautious down 5 days later +1.36% -0.68%
9/30/2025 10:13:15 PM short term cautious down 5 days later +1.36% -0.68%
9/25/2025 9:08:46 PM medium term cautious down 20 days later -5.04% +2.52%
9/25/2025 6:06:52 PM medium term cautious down 20 days later -5.04% +2.52%
9/25/2025 4:23:00 PM medium term cautious down 20 days later -5.04% +2.52%
9/25/2025 2:39:06 PM short term cautious down 5 days later -1.93% +0.97%
9/23/2025 8:17:55 PM short term cautious down 5 days later -0.14% +0.07%
9/23/2025 4:45:06 PM short term cautious down 5 days later -0.14% +0.07%
9/22/2025 10:12:27 PM short term cautious down 6 days later +0.51% -0.25%
9/22/2025 7:01:00 PM short term cautious down 6 days later +0.51% -0.25%
9/19/2025 7:19:43 PM short term cautious down 7 days later -0.05% +0.02%
9/19/2025 3:30:59 PM short term cautious down 7 days later -0.05% +0.02%
9/18/2025 2:13:16 PM short term cautious down 5 days later +0.19% -0.10%
9/18/2025 2:00:01 AM medium term cautious down 20 days later +0.22% -0.11%
9/17/2025 11:14:58 PM medium term cautious up 20 days later +0.61% +0.30%
9/17/2025 10:48:21 PM short term cautious down 5 days later +0.39% -0.19%
9/17/2025 10:45:01 PM short term cautious down 5 days later +0.39% -0.19%
9/17/2025 10:16:13 PM short term cautious down 5 days later +0.39% -0.19%
9/17/2025 10:12:22 PM medium term cautious down 20 days later +0.61% -0.30%
9/17/2025 10:09:39 PM short term cautious down 5 days later +0.39% -0.19%
9/17/2025 10:03:46 PM short term cautious down 5 days later +0.39% -0.19%
9/17/2025 10:00:17 PM short term down 5 days later +0.39% -0.39%
9/16/2025 3:38:44 PM short term cautious down 5 days later +1.64% -0.82%
9/16/2025 3:30:44 PM short term down 5 days later +1.64% -1.64%
9/15/2025 4:08:28 PM short term down 6 days later +2.91% -2.91%
9/12/2025 2:49:43 PM short term cautious down 7 days later +2.70% -1.35%
9/10/2025 2:40:48 PM short term cautious down 5 days later +0.37% -0.19%
9/10/2025 9:59:15 AM short term cautious down 5 days later +0.37% -0.19%
9/4/2025 5:58:21 PM medium term cautious up 20 days later +2.10% +1.05%
9/3/2025 5:47:14 PM medium term cautious down 20 days later -0.69% +0.35%
9/3/2025 5:46:57 PM medium term sharp down 20 days later -0.69% +1.04%
9/3/2025 4:33:59 PM short term down 5 days later -2.44% +2.44%
9/3/2025 4:33:52 PM short term cautious down 5 days later -2.44% +1.22%
8/29/2025 4:29:23 PM short term cautious up 6 days later -5.40% -2.70%
8/29/2025 2:20:50 PM short term cautious down 6 days later -5.40% +2.70%
8/29/2025 2:11:04 PM short term cautious down 6 days later -5.40% +2.70%
8/29/2025 10:48:16 AM short term cautious down 6 days later -5.40% +2.70%
8/29/2025 10:10:30 AM short term down 6 days later -5.40% +5.40%
8/29/2025 2:27:21 AM short term cautious down 6 days later -5.40% +2.70%
8/27/2025 5:54:14 PM medium term cautious down 20 days later -3.11% +1.56%
8/27/2025 4:26:23 PM medium term cautious down 20 days later -3.11% +1.56%
8/26/2025 6:50:08 PM medium term cautious up 20 days later -5.00% -2.50%
8/26/2025 8:42:05 AM short term cautious down 6 days later +0.92% -0.46%
8/25/2025 5:57:59 PM medium term cautious down 20 days later -5.26% +2.63%
8/25/2025 8:38:14 AM short term cautious down 7 days later +0.45% -0.22%
8/22/2025 11:32:42 PM short term down 8 days later +0.05% -0.05%
8/22/2025 8:13:21 PM short term cautious down 8 days later +0.05% -0.02%
8/20/2025 4:24:10 PM short term cautious up 5 days later -1.66% -0.83%
8/14/2025 11:48:29 PM short term cautious down 5 days later -0.74% +0.37%
8/12/2025 11:45:00 PM medium term cautious down 20 days later +0.92% -0.46%
8/12/2025 11:24:12 PM medium term sharp down 20 days later +0.92% -1.38%
8/12/2025 4:25:35 PM medium term cautious down 20 days later +0.92% -0.46%
8/12/2025 7:46:47 AM short term cautious down 5 days later +2.43% -1.22%
8/7/2025 6:16:13 PM short term cautious down 5 days later -1.10% +0.55%
8/7/2025 5:34:00 PM medium term cautious down 20 days later -1.82% +0.91%
8/5/2025 12:45:01 AM medium term cautious down 20 days later +0.90% -0.45%
7/30/2025 11:06:39 PM medium term cautious up 20 days later -1.47% -0.73%
7/30/2025 9:54:37 PM medium term cautious up 20 days later -1.47% -0.73%
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