Warsh at Jackson Hole, Retail Roundup, and Treasury Trouble? 8/28/26
About this episode
The episode discusses Fed Chair Kevin Warsh's hawkish stance on inflation at Jackson Hole, insights from Eric Rosengren, and Adam Posen's critique of Treasury bond buybacks, alongside a retail market analysis from Bank of America.
Fed Chair Kevin Warsh striking a hawkish tone in his first speech at Jackson Hole, saying there’s more work to do on inflation and former Boston Fed President Eric Rosengren agrees. Peterson Institute’s Adam Posen calls the Treasury’s increased bond buybacks “nuts.” Plus, off-price retail is on-target, according to Bank of America.
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