Eric Van Nostrand

researcher

1. I think the market isn't taking— they're not taking the full constellation of supply risks from the war seriously enough.

   Eric Van Nostrand · Squawk on the Street · 11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26 · 2026-07-27

2. Chairman Warsh is going to remind the world that he is in his heart someone who cares a lot about inflation, even if that was less apparent while he was in the running for the job.

   Eric Van Nostrand · Bloomberg News Now · Trump Says MOU Isn't Final, Warsh’s First Test as Fed Chair, More · 2026-06-17

• $LAZ Lazard — 2 mentions
• Squawk on the Street · 11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26 · 2026-07-27
• Bloomberg News Now · Trump Says MOU Isn't Final, Warsh’s First Test as Fed Chair, More · 2026-06-17