Jackson Hole 2026: What to Watch When Warsh Steps to the Podium Friday

Ahead of the Kansas City Fed’s 2026 Economic Policy Symposium, the focus is on Kevin Warsh’s first keynote as Federal Reserve Chair. With Bank of America polling showing 69% of fund managers expect a neutral tone, “neutral” is largely priced in, so surprises—rather than the baseline message—are what could move markets. The article ties that sensitivity to recent rate volatility, a Treasury intervention that fizzled within 48 hours, a 30-year yield near its highest level since before the Great Recession, and an FOMC split marked by hawkish dissent. The symposium runs Aug. 27–29 in Wyoming at Jackson Lake Lodge, with a digital payments theme and a stablecoin policy backdrop.