I think the market could stay volatile, but I’m cautiously bullish. If Warsh avoids a hawkish surprise and signals flexibility on rates, yields could ease and support tech and semiconductors. However, if inflation remains the priority, a hawkish tone could trigger a sharp risk-off move. The key is whether his comments change expectations for September.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.