BELLINGS

Warsh Speaks and Rate-Hike Odds Rise

Plus, Hegseth considers another military all-hands and Russians get a small taste of direct democracy.

Plus, Hegseth considers another military all-hands and Russians get a small taste of direct democracy.

BELLINGS Intelligence Score: 74

Why it matters

Kevin Warsh's hawkish speech at Jackson Hole has materially increased market expectations for a Fed rate hike, directly impacting borrowing costs, credit availability, and refinancing decisions across credit markets.

Sources