Jackson Hole remarks by Fed Chair Kevin Warsh are being read as signaling an additional FOMC rate hike, but the timing is uncertain. A re-escalation in the U.S.-Iran conflict and renewed global trade war risk are flagged as threats to the inflation outlook, increasing the probability of higher-for-longer policy. Net effect: downside risk to rate cuts and a potentially more hawkish rates backdrop.
Jackson Hole remarks by Fed Chair Kevin Warsh are being read as signaling an additional FOMC rate hike, but the timing is uncertain. A re-escalation in the U.S.-Iran conflict and renewed global trade war risk are flagged as threats to the inflation outlook, increasing the probability of higher-for-longer policy. Net effect: downside risk to rate cuts and a potentially more hawkish rates backdrop.
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mildly negative
Sentiment Score
-0.25
