美联储主席凯文・沃什周五的主旨演讲或将搅动市场，但沃什有可能并不会说出市场期待听到的内容。
《塞文斯报告》研究机构创始人汤姆・埃塞指出，如果沃什在杰克逊霍尔讲话中，没有清晰传递自身对于通胀的立场以及利率走向，股市很可能出现一轮明显回调。
埃塞还表示，长期美债收益率居高不下，市场对美联储政策本就心存不安。
“十多年以来，我们第一次看不清局势。收益率走高的一部分原因正是美联储政策前景不明。所以我认为沃什需要公开给出一份强硬的通胀表态，同时向市场释放信号，他并不打算开启一轮持续性的加息周期。” 埃塞周三在接受雅虎财经采访时说道。
“如果他能够做到这点，并且进一步说明做出利率决议所参考的观察指标，市场才有可能松一口气。” 埃塞表示。
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