Monday: US rate hike bets up on Warsh speech

Monday: US rate hike bets up on Warsh speech

August 30, 2026 · 9 min

About this episode

The episode discusses the implications of a hawkish speech by the Fed Chair on US rate hike expectations and features an interview with ANZ's Head of FX Research.

The Fed Chair delivers a hawkish Jackson Hole speech - US rate hike bets firm up. But jobs data this week could ease the pressure. New Zealand consumer inflation expectations stay steady. Australia has Q2 GDP this week. In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the implications of Kevin Warsh’s speech for rate expectations and currencies. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

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