Latest / Market Pulse by Orestes Capital
August 28, 2026 - Warsh Shocks Jackson Hole as Growth Cracks Beneath the Market
A hawkish surprise collides with rapidly deteriorating economic data.
In this episode of Market Pulse, we examine the market fallout from Warsh’s Jackson Hole message as collapsing PMI readings challenge the narrative of a resilient economy. Investors are suddenly confronting an uncomfortable combination: a Federal Reserve signaling restraint while forward-looking growth indicators point toward a sharper slowdown.
What happens when policymakers remain focused on inflation just as economic momentum begins to break?
We unpack the reaction across Treasury yields, equities, the dollar, and credit…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.