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
He doesn't like the so-called forward guidance approach that his predecessors relied upon.
However, we got the sense that he was perfectly happy with the markets pricing in interest rate hikes to come, which gives the sense that he'd be perfectly comfortable should the data go the way people expect, raising interest rates in September.
Thanks, Sonia.
Hi, Victoria.
So the market odds, as we are talking something like 38% of a rate rise, that's unusually high this far out from a Fed meeting.
Usually markets are pretty sure what the Fed's going to do at its next meeting a few days in advance.
Here, it's not clear the way that the debate will go.
And the reason for that is Kevin Walsh.
And I think he's going to be the deciding factor here.
We don't know much about how Walsh, the new Fed chair, really views the economic outlook going into this meeting.
So that's really raised a lot of questions among Fed watchers as to what exactly he's going to go into the two-day meeting arguing.
Well, I think in the run up to it, we've seen a very, very active federal funds futures market.
And that really speaks to the fact that Walsh being tight lipped does raise the prospect of more volatility.
People just aren't sure how to pass the data, the remarks by other officials.
We've also seen the oil price whipsaw in the six weeks since the Fed last met.
There's a lot going on here.
And without a clear narrative from the Fed chair, we've seen volatility in the run up to the meeting.
And if we don't get clear remarks from him at the press conference after the decision on Wednesday, then, yeah, we could see that volatility continue.
I think that is a real risk if you speak to a lot of people.
The ones who've been most vocal in saying that we really need to take action on inflation sooner rather than later have been Laurie Logan, the head of the Dallas Fed, and her counterpart in Cleveland, Beth Hamack.
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