“For market participants we are hopeful this will serve as a clearing event, allowing market participants to return to focusing on data and fundamentals”

by Marketing | Sep 14, 2026 | Market Notes, Media Notes

Fed rate-hike odds surge as Warsh faces inflation-weary markets

“The unexpected surge in the August jobs report puts additional pressure on the Fed’s price stability mandate”

by Marketing | Sep 11, 2026 | Market Notes, Media Notes

 Small CPI surprise could trigger big Fed rate decision

The Market Is Doing The Fed’s Work

by John Luke Tyner | Sep 3, 2026 | Blog, Bonds

Last Friday morning at Jackson Hole, Chairman Warsh made the case that it’s hard to argue financial conditions are restrictive. As of Wednesday morning, the bond market has done some of the work for him. Below shows the move in yields since last Thursday’s...

“His comments indicated that underlying inflation trends have not meaningfully improved, and if they don’t improve quickly, then there is more work to do at the Fed”

by Marketing | Aug 31, 2026 | Market Notes, Media Notes

Investors drop two-word verdict on Warsh’s Fed rate shift

Jackson Hole: Project Realignment

by John Luke Tyner | Aug 28, 2026 | Blog, Bonds

Fed Chair Warsh’s Jackson Hole remarks provided the market with what participants hoped for: A more thorough view from the Fed on the economy and inflation, which appeared to satisfy investors’ concerns. Overall, I’d rate his comments as more hawkishly tilted than the...