美联储主席凯文·沃什在杰克逊霍尔年度会议上表示，美国通胀仍然过高，美联储可能在未来数月需要提高利率2。沃什指出，"我们必须确信基础通胀正在向我们的目标明确且充分速度移动"2。7月美联储偏好的通胀指标达到3.7%，远高于美联储2%的目标2。沃什承认近期通胀有所降温，但否认基础通胀趋势已取得实质性改善2。
沃什强调，短期利率是美联储对抗高物价的"主要工具"2。这一表态打消了市场关于通胀不再构成威胁的认知，债券市场随之提高了对美联储加息的预期2。在沃什讲话前，市场对美联储9月15-16日会议前加息的预期概率从三分之一上升至基本持平，约50%2。目前联邦基金利率约为3.6%2。数据显示，过去一年超过一半的商品和服务价格上涨幅度达到3%或更高2。沃什于5月下旬接替杰罗姆·鲍威尔担任美联储主席2。
Federal Reserve Chair Kevin Warsh indicated at the Jackson Hole economic symposium that interest rate increases may be necessary in coming months to combat persistent inflation in the United States 2. Speaking at the annual conference in Wyoming, Warsh emphasized that while inflation has cooled somewhat recently, the underlying trend has not meaningfully improved, and the central bank must ensure price growth is moving "clearly and at sufficient speed" toward its 2 percent target 2. He identified short-term interest rates as the Fed's "predominant tool" in fighting elevated prices 2.
The remarks come as key inflation metrics remain elevated, with July's preferred gauge showing a 3.7 percent inflation rate, well above the Fed's objective 2. Over the past year, more than half of all goods and services have experienced price increases of 3 percent or higher 2. The current federal funds rate stands at approximately 3.6 percent 2. Warsh's comments have shifted market expectations, with the probability of a rate hike before the Fed's September 15-16 meeting climbing from roughly one-third to essentially even odds 2. Warsh took office in late May, succeeding Jerome Powell as Fed chair 2.
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