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Warsh the line
The Fed chair delivered much of what the market was looking for in his Jackson Hole speech
US manufacturing is booming — but it’s no thanks to Trump’s tariffs
This is not the nostalgic, protectionism-fuelled return that the president promised
Hawkish Warsh hints Fed will raise rates if inflation does not fall soon
Wall Street cranks up bets on September increase in borrowing costs following central bank chair’s Jackson Hole address
Warsh settles some nerves at Jackson Hole
Speech gave a crisper picture of how he reads the economy but leaves open questions over Fed ‘reaction function’
Warsh’s mildly hawkish speech helped fill in the blanks
The Fed chair finally gave us his views on the economy at Jackson Hole, outlining his concern that inflation has not ‘meaningfully improved’
Bank of England likely to respond to high energy prices by end of the year
Read the August forecast from the FT’s Monetary Policy Radar team
Whitepapers / Articles
A View from the Bridge - April 2026
“Never forget where you’re coming from” is the chorus line to a Take That hit from 1995 and much of yesterday’s policy decision and press conference was metaphorically sung in that vein.
PegasusCapital - 01/05/2026
