Published On: September 1st, 2026Categories: Trade Ideas
In this flash report, we assess Kevin Warsh’s first Jackson Hole address as Fed Chair and what it reveals about the Fed’s evolving monetary-policy framework. His message was clearer and more hawkish, with inflation still too high, financial conditions not restrictive and the labor market broadly consistent with full employment. September is now clearly a live meeting, while for investors the key distinction is between the risk of further near-term curve flattening and a still-intact medium-term steepening case.
Don’t miss our latest publication! Discover us on www.bridport.ch
