Kevin Warsh's First Jackson Hole Speech: Word Salad Champion

Rigatoni Capital Podcast · Aug 28, 2026 · 25m

It's Jackson Hole day, and Fed Chair Kevin Warsh delivers his first symposium keynote as chair at 10 a.m. Eastern. What I'm watching is whether he leans hawkish or dovish, his stated preference for saying less and letting markets do the talking, and the chance that the Fed anchors its 2% goal to PCE rather than CPI. My take is that any real clarity from him lands as hawkish.

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