Why the Fed is often slow, late… and wrong in reading inflation The central bank should pay more attention to the short-term trends that reveal an important "inflation regime change" may already be underway. Fortune · Aug 29
US Fed rate hike bets soar to 57% from 30% after Warsh's speech. What are Goldman Sachs and others saying? US rate-hike expectations jumped sharply after Fed Chair Kevin Warsh’s Jackson Hole speech, with traders pricing a 57% chance of a September hike. Goldman Sachs, however, expects rates to remain unchanged, while warning that hotter-than-expected inflation data could alter the outlook. Here’s what markets and economists are saying. The Economic Times · Aug 29
Wall Street week ahead: The market eyes the monthly jobs report Wall Street will get several important updates this week about the health of the U.S. jobs market The Independent UK · Aug 29
Investors heartened by Warsh inflation talk, still uncertain about Fed action Federal Reserve Chair Kevin Warsh made it clear that inflation control is a top priority. He suggested that to combat escalating price pressures, interest rate hikes may soon be necessary. This announcement sent the markets into a hawkish frenzy, heightening expectations for a rate increase come September. Investors remain cautious,… The Economic Times · Aug 29
Gold drops 3% as Fed's Warsh comments lift rate hike bets On Friday, gold prices plummeted by more than three percent due to comments from Federal Reserve Chairman Kevin Warsh regarding inflation. As a result, traders heightened their expectations for a possible interest rate increase in September. Consequently, gold futures closed lower, retreating from their recent peaks, while a stronger dollar… The Economic Times · Aug 29
Iran’s foreign trade plunges 35% as US sanctions deepen war’s economic toll Iranian leaders are acknowledging mounting economic pain six months into the war with the US, as President Masoud Pezeshkian says foreign trade has fallen 35% under sanctions and a naval blockade. Supreme Leader Mojtaba Khamenei urged action on inflation and unemployment, while diplomatic efforts continue over the Strait of Hormuz. The Economic Times · Aug 29
Kevin Warsh's 'quieter Fed' now includes a smidgen of guidance Federal Reserve Chairman Kevin Warsh offered new insights on monetary policy. He indicated a potential interest rate hike at the upcoming meeting. This shift was seen as a return to traditional Federal Reserve communication practices. Market participants interpreted his remarks as a signal for tighter monetary policy. His comments provided… The Economic Times · Aug 29
Stocks Fall as Hawkish Warsh Boosts Fed Rate Hike Chances The S&P 500 Index ($SPX ) (SPY ) closed down by -0.25% on Friday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.02%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -0.70%. E-mini S&P futures (ESU26 ) fell -0.25%, and September E-mini... Barchart · Aug 28
US stocks today: US stocks end lower as Warsh keeps inflation fight front and centre US stocks ended lower as Fed Chair Kevin Warsh reaffirmed the central bank’s focus on bringing inflation to 2%, raising expectations for a possible September rate hike. The Dow, S&P 500 and Nasdaq fell, while Nvidia and other tech stocks weakened. Investors also assessed mixed corporate earnings and economic data. The Economic Times · Aug 28
Stocks Fall After Warsh Warns About Inflation, But S&P 500 Closes Winning Week Chances of a rate hike by the Federal Reserve increased after Warsh's remarks in Jackson Hole. International Business Times · Aug 28
Hawkish Fed Chair Warsh Boosts the Dollar and Sinks Gold The dollar index (DXY00 ) rallied to a 2-week high on Friday and finished up by +0.61%. The dollar jumped on Friday on hawkish comments from Fed Chair Warsh, who warned inflation isn’t meaningfully slowing and vowed that policymakers will return inflation to their 2% target. The chance of a... Barchart · Aug 28
US consumer sentiment drops in August on inflation worries In August, U.S. consumer sentiment took a hit, largely due to ongoing inflation concerns and the escalating conflict in the Middle East. The war launched by the U.S. and Israel against Iran has caused a surge in global energy prices. This downturn in sentiment is striking across all political affiliations,… The Economic Times · Aug 28
AI and robotics ‘critical’ for faster growth in UK economy, says Bank boss Andrew Bailey also said he felt that so-called second-round effects of inflation in the UK were ‘quite subdued’. Evening Standard · Aug 28
Fed Chair Kevin Warsh Says Policymakers Have ‘Work to Do’ in Clearest Hints Yet at Short-Term Rate Hikes Markets reacted immediately after the new Fed chief’s debut speech at Jackson Hole. Barchart · Aug 28
Evening Standard · Aug 28 Stocks rise as Fed chairman fuels US rate-hike bets In London, defence stocks were among the worst performers in the FTSE 100 amid uncertainty over government spending.
The Independent UK · Aug 28 The Latest: Iran war reaches its six-month mark as Trump shifts focus President Donald Trump has reached an awkward moment in his second term as the U.S.-Israel war against Iran began six months ago Friday
The Guardian - US · Aug 28 Fed chair says delivering ‘stable prices’ is central bank’s job as inflation persists However, Kevin Warsh didn’t say if interest rates would change in coming months, as inflation remains stubborn
The Economic Times · Aug 28 Jackson Hole: Will Kevin Warsh's inflation warning put Nifty under pressure on Monday? Nifty faces potential pressure on Monday following US Fed Chairman Kevin Warsh's hawkish inflation comments at Jackson Hole. Elevated US bond yields, a stronger dollar, and rising crude oil prices threaten foreign institutional flows, while technical analysts highlight 24,200 as a key resistance level for the Indian stock market.
Fortune · Aug 28 Kevin Warsh finally threw Wall Street some crumbs on what he’s thinking: ‘There is one signal nobody can miss: 65 months of elevated inflation’ But make no mistake: “We should not indulge a regime in which market participants are looking primarily to the Fed for their next trade.”
Barchart · Aug 28 Stocks Rally as Fed Chair Warsh Vows to Tackle Inflation The S&P 500 Index ($SPX ) (SPY ) is up by +0.37% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.18%. E-mini S&P futures (ESU26 ) are up +0.40%, and September E-mini...
International Business Times · Aug 28 Consumer Sentiment Drops Sharply In August. It's More Than 10 Points Lower Than 2025. The figure stood at 51.7, a roughly 6% drop compared to July, according to the University of Michigan's survey of consumers.
Euronews · Aug 28 Warsh flags inflation concerns as he rejects Fed forward guidance Federal Reserve Chair Kevin Warsh used his first Jackson Hole address on Friday to argue that financial conditions are not restrictive and that underlying inflation has not meaningfully improved, a hawkish assessment that strengthens the case for a rate hike, while ruling out forward guidance.
The Independent UK · Aug 28 Fed Chair Kevin Warsh signals rate hikes may be needed in Jackson Hole speech Questions about Warsh’s approach have intensified amid President Donald Trump’s continued calls for lower interest rates
International Business Times · Aug 28 Warsh Says Fed Could Have 'Work To Do' If Inflation Doesn't Trend Down. Chances Of a Rate Hike Increased. Warsh said in Jackson Hole that even though recent inflation readings have been "better than expected, they do not tell me that underlying trends have meaningfully improved."
Barchart · Aug 28 Dollar Rallies and Gold Falls on Hawkish Fed Chair Warsh The dollar index (DXY00 ) rallied to a 1-week high today and is up by +0.41%. The dollar jumped today on hawkish comments from Fed Chair Warsh, who warned inflation isn’t meaningfully slowing and vowed that policymakers will return inflation to their 2% target. The chance of a Fed rate...