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AXIOS (Neil Irwin) - How Kevin Warsh is rewiring the Fed

Federal Reserve chairman Kevin Warsh is attempting a high-wire act: He's trying to fundamentally rethink the central bank's approach to guiding the economy, while also using its standard policy toolkit to bring down stubbornly persistent inflation. - A market blowup late last month showed the perils of trying both at the same time. The big picture: Markets sold off and the economic commentariat was sharply critical of a Warsh press conference on July 29, in which he was vague about the possibility of raising interest rates to combat inflation. - Some analysts saw it as evidence of a lack of commitment to quashing inflation. To Warsh allies, it was a brief bump in the road toward a more credible Fed. - Warsh is trying to rewire the…

AXIOS (Neil Irwin) - The message beneath the yen intervention

The U.S. and Japanese governments have acted together to try to prop up the value of the yen on global currency markets. The way they did it contains a clue about U.S. goals — and has some worrying implications for global markets. The big picture: Headline indicators have been steady across global financial markets this summer. Yet there are some signs of strains beneath the surface, particularly in the form of rising long-term borrowing costs at a time of elevated debt worldwide. - The U.S. participation in the yen intervention may have been an effort to enable the Japanese to smooth gyrations in their currency without creating more market pressure for Treasury bonds. - Japan has intervened in the market for the yen off and on for…

NYTIMES (Jeff Sommer) - Is the Bond Market Signaling Danger? Or Opportunity?

Interest rates for long-term Treasury bonds have surged to levels last seen in 2007, before the great financial crisis.