Barclays: Two More Fed Hikes After Warsh's Hawkish Speech — SkimNews
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- Barclays forecasts two additional Fed rate hikes this year, revising its outlook in response to Warsh's hawkish speech at Jackson Hole.
- Warsh's remarks raised hike expectations among Jackson Hole analysts and may put the Fed "at odds" with the Treasury, though U.S. stock futures were little changed.
Why it matters: Barclays shifting its call to two additional hikes signals that major sell-side desks are repricing Fed expectations after Warsh's hawkish Jackson Hole remarks. The muted stock-futures response suggests fixed-income desks moved faster than equities, while the flagged tension between the Fed and Treasury over the rate path hints at potential policy friction ahead.
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