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AXIOS (Neil Irwin) - With Fed set to meet next week, December's rate cut now looks questionable

Six months ago, Federal Reserve officials were deeply divided over whether to cut interest rates for a third consecutive meeting. The rate cutters won the day , but the data since then has pointed toward that having been a mistake. Why it matters: With the first policy decision of the Kevin Warsh Fed on tap next week, an uncomfortable backdrop is the mounting evidence that the central bank overshot in its easing campaign last year. - Job growth has surged since then, and inflation has exceeded projections — even when the energy shock from the Iran war is excluded. Flashback: The November-December time frame featured one of the more curious episodes in modern Fed history, as an increasingly vocal contingent of officials, mostly…

AXIOS (Neil Irwin) - Kevin Warsh's challenges become clear after Fed chair Powell's last hurrah

When Kevin Warsh takes over as Federal Reserve chair, he will face vocal internal opposition to any attempts to cut rates prematurely. - His predecessor will also still be roaming the halls . Why it matters: Taken together, Wednesday's news out of the William McChesney Martin Jr. Building means that Warsh will face serious constraints if he wants to rapidly steer the Fed in ways that its current leadership believes unwise. - He will have to achieve his goals of rewiring how the Fed operates and potentially cutting rates through persuasion, not a writ from the chair's office. - That has always been true, but the outbreak of dissent to Wednesday's policy statement, combined with Jerome Powell's move to block President Trump from…