Warsh Rewires the Fed's Playbook as Anthropic Loses Its Court Fight

Finance TL;DR Daily · Sep 25, 2026 · 7m · transcript

Fed Chair Kevin Warsh scraps forward guidance for a market-signal-driven approach as rates rise and yields climb; a federal appeals court upholds the Pentagon's national-security blacklisting of Anthropic; the Fed opens formal rulemaking on stablecoins under the GENIUS Act; and KC Fed's Jeff Schmid asks whether the AI buildout is becoming too big to fail. In this episode: • Warsh's Fed regime change pushes ahead, abandoning forward guidance and reshaping how the central bank communicates — https://www.cnbc.com/2026/09/25/kevin-warsh-fed-interest-rates-balance-sheet.html • U.S. appeals court…