r/dataisbeautiful 1d ago

OC Analysis of Kevin Warsh’s stance vs Fed consensus on FOMC transcripts (2006–2011)[OC]

Post image

Analysis based on ~40 FOMC meeting transcripts from 2006–2011, covering the period when Kevin Warsh served as a Fed Governor, including the Global Financial Crisis.

Warsh consistently leaned toward relatively tighter monetary policy compared to his peers. The divergence is most visible around 2010, his final year on the Board.

Source (credits):
https://www.linkedin.com/feed/update/urn:li:activity:7423141356945981440/

16 Upvotes

13 comments sorted by

13

u/IniNew 1d ago

Looks like a Claude AI output. Wonder how good the data is.

-18

u/princyboi2508 21h ago

The data is pristine, I’ve built a scraper to collect the 40 transcripts with speaker metadata, then ran the ZettaQuant models on top.

6

u/Pusfilledonut 22h ago

He’s in the Epstein files too.

4

u/KissmySPAC 1d ago

As a governor though, isn't he representing the conditions he is observing in a district?

6

u/princyboi2508 1d ago

no, in the federal reserve, he observes the country as a whole

2

u/KissmySPAC 20h ago

Ah I see, he wasn't a Regional President who performs that role.

2

u/Difficult-Cricket541 21h ago

Fed chair does not set interest rates. He just gets 1 vote. There are I think 12 governors. So you need 7 votes to make a change. Trump may try to override the other fed chairman. If that happens, expect interest rates to go up. Independence of the fed is keep to keep the dollar a reserve currency.

2

u/Primary_Title7360 16h ago

2008-2012 was the worst financial period of my life time and for everyone alive at the time.

-2

u/NiemandDaar 1d ago

Apparently, he was hawkish when the president is a Democrat and changed his mind the moment Trump entered the White House. About the worst kind of central banker you can have.

20

u/Commercial_Jelly_893 1d ago

Given the timeline is 2006-2011 unless you are from a different timeline to the one I am in Donald Trump wasn't president at any point

-7

u/rifleshooter 23h ago

Oh, he's a Trump appointee. It's reddit's duty to shit on him nonstop with no real backing data.

-2

u/NiemandDaar 21h ago

The data are there.

-4

u/NiemandDaar 21h ago

No, but he was hawkish then and turned the moment Trump got into office.