Episode
House View Daily | Warsh’s focus on price stability does not point to rate hikes
- Podcast
- UBS On-Air: House View
- Published
- Jul 2, 2026
- Duration seconds
- 559
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 2 July 2026.mp3
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Summary
Markets are looking to June’s payrolls today for clues on the Fed’s interest rate path after Chair Kevin Warsh offered little indication. We maintain the view that current market conviction around Fed rate hikes is too aggressive and see an opportunity to add to short- and medium-maturity quality bonds.