El presidente de la Fed Warsh presenta marco laboral más amplio en Jackson Hole

El presidente de la Fed Warsh presenta marco laboral más amplio en Jackson Hole

El presidente de la Reserva Federal, Kevin Warsh, dijo que el mercado laboral será evaluado con un conjunto más amplio de indicadores, subrayando que un crecimiento débil de la nómina no cambiará la política a menos que se acompañe de un aumento del desempleo y de las solicitudes de subsidio, durante su discurso principal en el simposio de Jackson Hole el 21 de agosto, según Yahoo Finance. Anteriormente, Warsh reafirmó el objetivo de inflación del 2 % de la Fed y advirtió que la tasa PCE del 3,7 % seguía siendo una prioridad (Fox Business). Su discurso fue descrito como notablemente agresivo, elevando la probabilidad de un aumento de tipos en septiembre a alrededor de dos tercios (CNBC) y aumentando las expectativas del mercado al 57 % (investingLive).

Los operadores del mercado de predicciones habían asignado solo un 16 % de probabilidad de que mencionara el mercado de bonos y un 8 % de referencia a un recorte de tipos (CNBC). Analistas habían advertido que sus comentarios podrían provocar una venta masiva del dólar y de bonos (CNBC). Además, se anunció que daría su primera ponencia principal en Jackson Hole mientras los responsables de política enfrentan una inflación persistente (Fox Business).

Actores

Federal Reserve Bank of Kansas City Kevin Warsh Bank of America FX strategists Morgan Stanley economists Stifel analysts Benjamin D. Jones Invesco U.S. Treasury

Ubicaciones

Jackson Hole, Wyoming, United States Kansas City, Missouri, United States Washington, DC, United States

Artículos

3 de septiembre de 2026
1 en total
Fed Chairman Kevin Warsh just changed the rules for trading the jobs report: One Big Investment Idea
Fed Chairman Kevin Warsh just changed the rules for trading the jobs report: One Big Investment Idea

Yahoo Finance • 3 de sep 20:26

Federal Reserve Chair Kevin Warsh said the labor market will be evaluated using a broader set of indicators, emphasizing that weak payroll growth alone may not shift policy unless accompanied by rising unemployment and higher jobless claims.

Credibilidad 72% Manip. 12% Centro
2 de septiembre de 2026
1 en total
Will the Fed raise rates in September?
Will the Fed raise rates in September?

investingLive • 2 de sep 12:26

Market expectations for a September Federal Reserve rate increase grew to 57% after the Jackson Hole speech, as core inflation remains above target and global risks pressure prices.

Credibilidad 68% Manip. 27% Centro
31 de agosto de 2026
2 en total
Markets see Warsh endorsing a rate hike in September. Not everyone is convinced
Markets see Warsh endorsing a rate hike in September. Not everyone is convinced

CNBC • 31 de ago 19:38

Markets raised the probability of a September rate increase to about two-thirds after Fed Chair Kevin Warsh’s speech, while some officials and economists argue that inflation pressures remain limited.

Credibilidad 72% Manip. 8% Centro
Fed's Warsh sounds more hawkish
Fed's Warsh sounds more hawkish

CNBC • 31 de ago 03:47

Federal Reserve Chair Kevin Warsh delivered a notably hawkish speech at the Jackson Hole symposium, prompting markets to increase the probability of a September rate hike.

Credibilidad 78% Manip. 15% Centro
28 de agosto de 2026
5 en total
Kevin Warsh outlines hawkish PCE inflation stance at Jackson Hole
Kevin Warsh outlines hawkish PCE inflation stance at Jackson Hole

Fox Business • 28 de ago 19:04

Federal Reserve Chair Kevin Warsh used his Jackson Hole keynote to stress the central bank's 2% inflation target and warned that the 3.7% PCE rate remains a priority for policy.

Credibilidad 72% Manip. 12% Centro
Fed Chair Warsh signals rate hikes may be needed with US inflation stubbornly elevated
Fed Chair Warsh signals rate hikes may be needed with US inflation stubbornly elevated

AP News • 28 de ago 16:07

Federal Reserve Chair Kevin Warsh said inflation is still too high and indicated that further interest-rate increases may be needed, prompting modest moves in bond markets.

Credibilidad 73% Manip. 9% Centro
Fed Chairman Warsh expresses concern about inflation trend
Fed Chairman Warsh expresses concern about inflation trend

CNBC • 28 de ago 14:00

Federal Reserve Chair Kevin Warsh said inflation is still too high and indicated that higher interest rates may be needed if price pressures do not ease, while avoiding specific forward guidance.

Credibilidad 78% Manip. 8% Centro
Fed Chairman Kevin Warsh faces pressure to show his hand
Fed Chairman Kevin Warsh faces pressure to show his hand

CNN • 28 de ago 08:00

Federal Reserve Chair Kevin Warsh is likely to avoid giving explicit interest-rate guidance during his keynote at the Jackson Hole symposium, raising concerns among investors about market uncertainty.

Credibilidad 68% Manip. 28% Centro
CNBC Daily Open: Waiting for Warsh
CNBC Daily Open: Waiting for Warsh

CNBC • 28 de ago 06:14

Market participants are watching Federal Reserve Chairman Kevin Warsh's upcoming Jackson Hole speech, with low expectations that he will discuss bond markets or the yield curve, while stock futures remain flat.

Credibilidad 72% Manip. 12% Centro
27 de agosto de 2026
3 en total
Fed Chairman Kevin Warsh delivers his key Jackson Hole speech Friday
Fed Chairman Kevin Warsh delivers his key Jackson Hole speech Friday

CNBC • 27 de ago 19:00

Federal Reserve Chair Kevin Warsh will address the annual Jackson Hole symposium on financial innovation, with analysts watching for clues on monetary policy and the Fed's new task forces.

Credibilidad 68% Manip. 32% Centro
What Warsh will say and how the market will react, according to prediction markets
What Warsh will say and how the market will react, according to prediction markets

CNBC • 27 de ago 18:04

Kalshi prediction market traders assign a 16% chance that Fed Chair Kevin Warsh will mention the bond market and an 8% chance he will refer to a rate cut in his upcoming Jackson Hole speech.

Credibilidad 72% Manip. 8% Centro
Federal Reserve's Warsh faces inflation pressure ahead of Jackson Hole
Federal Reserve's Warsh faces inflation pressure ahead of Jackson Hole

Fox Business • 27 de ago 10:00

Federal Reserve Chair Kevin Warsh will deliver his first Jackson Hole keynote as policymakers grapple with stubborn inflation and uncertainty over future rate guidance.

Credibilidad 72% Manip. 12% Centro
26 de agosto de 2026
1 en total
Jackson Hole could trigger dollar, bonds sell-off, market watchers say
Jackson Hole could trigger dollar, bonds sell-off, market watchers say

CNBC • 26 de ago 13:00

Market strategists say Fed Chair Kevin Warsh's remarks at the Jackson Hole symposium could shape expectations for monetary policy, potentially prompting a decline in the U.S. dollar and higher long-term Treasury yields.

Credibilidad 68% Manip. 8% Centro