출처: CNBC, 2026-08-18
원문 링크: cnbc.com
The Jackson Hole symposium runs August 27-29, and Kevin Warsh's first keynote as Fed chair will be on Friday morning, August 28. Hike or hold odds for the September 16 decision are sitting close to even, with only 19 days separating the symposium from that meeting.
Warsh has curtailed forward guidance at every opportunity since taking office in May, shortened the postmeeting statement, and given deliberately evasive answers at both press conferences held so far. Roughly half the FOMC penciled in rate hikes for 2026 at Warsh's first meeting in June, and three regional presidents dissented in favour of hikes at his second meeting in July.
Long-term Treasury yields have climbed, steepening the yield curve even though the Fed has kept its policy rate unchanged, with higher yields feeding into mortgages, auto loans, credit cards and other consumer borrowing costs. According to Bassam Nawfal, chief asset allocation strategist at Alpine Macro, "the rise in the term premium and bear steepening of the curve following Warsh's first two FOMC meetings could indicate that the Fed's credibility is being tested."
본 페이지는 저작권 보호를 위해 헤드라인과 핵심 인용만 발췌했습니다. 전문은 원문 링크에서 확인하세요.