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Kevin Warsh
In network coverage since August 21, 2026 · 16+ stories
Network coverage
Insurer portfolios
Fed raises rates to 3.75–4.00%, first hike in three years
First Eagle attributes inflation to supply disruptions and expects bond volatility; new money now prices off 3.75–4.00%.
Products & portfolios · Oct 21BlackRock Q4 fixed income outlook says similar yields carry different risks
Practice management · Oct 7Kitces publishes Clearnomics' seven charts for Q3 client conversations
Real estate debt · Sep 28Treasury yields hit 19-year highs, repricing CRE debt and development
The Wrap · Sep 20Warsh's quarter point sorts CRE owners faster than it reprices them
Insurer portfolios · Sep 17Higher yields arrive as the premium flow slows
Fundraising · Sep 16The Fed repriced duration, and the refinancing wall got longer
Real estate debt · Sep 16The Fed's dot plot carries the underwriting news
Fundraising · Sep 16A 5 percent 10-year sorts CRE buyers from CRE bystanders
Products & portfolios · Sep 1The 30-Year's 5% Regime Is the New Baseline
Real estate debt · Aug 31The maturity wall just turned into a rates problem
Direct Lending · Aug 27BSP tells lenders to underwrite a wider rate path
Real estate debt · Aug 26LifeComps leans on income as duration shortens
Who's investing · Aug 21Morgan Stanley: CRE repricing is done, the base is forming