Realinvestmentadvice iconRealinvestmentadviceSep 1, 2026 ~1 min source read

Wall Streets Verdict: Warsh Turned Hawkish

Because Warsh doesn't believe in forward guidance, Friday's Jackson Hole speech may be the last window investors get into his thinking before the September 16 FOMC meeting. Accordingly, it's worth spending more time on his speech to see if Wall Streets verdict agrees with our hawkish take in Monday's Commentary- Warsh Makes A Hawkish Pivot.

Wall Streets Verdict: Warsh Turned Hawkish
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Because Warsh doesn't believe in forward guidance, Friday's Jackson Hole speech may be the last window investors get into his thinking before the September 16 FOMC meeting.

Accordingly, it's worth spending more time on his speech to see if Wall Streets verdict agrees with our hawkish take in Monday's Commentary- Warsh Makes A Hawkish Pivot.

It appears our hawkish interpretation of the speech is largely unanimous among Wall Street Analysts.

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The useful part

Because Warsh doesn't believe in forward guidance, Friday's Jackson Hole speech may be the last window investors get into his thinking before the September 16 FOMC meeting. Accordingly, it's worth spending more time on his speech to see if Wall Streets verdict agrees with our hawkish take in Monday's Commentary- Warsh Makes A Hawkish Pivot. It appears our hawkish interpretation of the speech is largely unanimous among Wall Street Analysts.

How it works

  • To wit, He's telling the market, do not expect cuts any time until we have this thing (inflation) completely under control and do prepare yourself for hikes.
  • A point we raised was whether the motivation behind his hawkish turn was truly inflation concerns or supporting the bond market.
  • Tiger Brokers' James Ooi framed Warsh's emphasis on inflation as a credibility move:
  • Reinforce the Fed's independence and credibility, reassuring markets that monetary policy will not bend to fiscal pressures </p...

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