Month: August 2026

This is a clear and powerful speech that, in my opinion, meets the high expectations for Kevin Warsh’s first Jackson Hole presentation as Federal Reserve Chair; and this notwithstanding the unusually wide range of expectations leading up to it.
His remarks address directly and… https://t.co/POtKXReu9w

— Mohamed A. El-Erian (@elerianm) August 28, 2026

Now it makes sense why $CRWV couldn't catch a bid despite the blowout guidance from $NVDA today…

The entire neocloud industry collapses the moment $NVDA stops propping it up https://t.co/zUqzqDjqBr

— Ross Hendricks (@Ross__Hendricks) August 27, 2026

Warsh will say his primary focus is on price stability.
That it is important to gauge aspects of cap ex and corporate earnings.
And that he needs clear market signals – as unfiltered as positive.
He will express concern about inflation trend, while indicating for a "quieter"…

— Dougie Kass (@DougKass) August 28, 2026