Jackson Hole 2026: Warsh's debut speech and rate hike signals

Preview of Jackson Hole 2026 focusing on Fed Chair Kevin Warsh's first major speech. Expected to signal potential rate hike path and test central bank independence amid liquidity regime shifts. A March 11 Reuters market wrap notes Warsh's speech as a key theme alongside Bessent's buybacks and dollar weakness. Recent data on housing weakness and PCE inflation add context to the macro backdrop. Lacks quantitative depth but is a crucial event marker for macro policy direction.