Claire Jones
speaker
248 appearances
11 recordings
2 series
first heard Jan 2026
last heard 17 Sep
Claire Jones’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 11 in all, peaking in Aug 2026 with 2.
Appearances
you know, nail it in Jackson Hole this week.
This was already quite a big moment for him and the tensions that we've seen in the bond market I think add to that.
And we've also seen over the last few days the collapse of
a trade deal between the US and Canada.
So you just get this sense that this speech is happening at a moment of quite a lot of general concerns about US finance and economics.
So the FT conducted a poll last week with academic economists in conjunction with the University of Chicago's Booth School of Business.
What we found is that more than 60% of respondents thought it would now take longer than they thought a few months ago for inflation to fall back to the Fed's 2% goal.
A lot of the reasons for that are about the Iran war, which we're seeing.
In markets too is raising concerns that US inflation is going to remain high.
In the poll, we also saw that most respondents thought Walsh was performing in line with expectations.
75% said his actions so far had been broadly in line with what they expected.
I think that's still very much open for debate.
Before the September meeting, we'll see quite a lot more data.
At the moment, the markets are pricing in roughly a 60-40% chance that the Fed holds rates.
So it really seems in the balance right now.
I wouldn't expect any big clues from Walsh as to what he's gonna do in September.
I think on that
It's gonna be pretty much wait and see in terms of how the data evolves over the coming weeks.
So coming into this surprise move, as you say, we've seen quite a big sell-off at the long end of the US Treasury market.
We've seen
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