STOCKS | Investors Await Three Signals From Kevin Warsh at Jackson Hole

Morgan Stanley Investment Management senior portfolio manager Vishal Khanduja said Federal Reserve Chair Kevin Warsh will speak at 10:00 a.m. U.S. Eastern Time on Friday. According to Sina Finance, investors are focusing on three points: whether Warsh will reaffirm the Fed's 2% inflation target, whether he will provide more details on the communication and data-related working group he set up, and how he views macroeconomic issues, especially the impact of the AI boom. Khanduja told Yahoo Finance that investors want to know whether any initial work has begun and what the next steps will be. He also said Fed watchers will pay attention to what indicators the Fed is tracking and how it is conducting related analysis. Investors expect little new information on forward guidance, and Warsh has refused to give clear guidance on future policy while seeking to reform the Fed's communication with markets.