Macro· ★★★★· neutral·

Wall Street awaits Warsh signals on further Fed tightening

  • Barclays expects Warsh to maintain a hawkish stance amid growth and high inflation
  • BofA: a hint at a series of hikes would price in more than 100 bps of tightening
  • Goldman Sachs and BMO do not expect clarity on further steps until new inflation data
  • Deutsche Bank and TD called Warsh's tone key to the rate path
Why it matters: Fed rhetoric will determine the future rate path, directly affecting liquidity and crypto asset prices.
Source: Bloomingbit