So, um, the bar is very high to satisfy the market curiosity. So it's not that I think that Walsh is going to deliver, uh, an overly hawkish message, but I think that Walsh is going to deliver exactly what he has promised, and that is less. Kelly, what are you anticipating to hear from Chair Walsh when he speaks tomorrow. Um, we're all focused on Jackson Hole. Obviously, it's the next important near-term catalyst for, you know, fat expectations and rates and and duration. But, um, you know, quite frankly, I ...

核心观点 - 凯文·沃什（Kevin Warsh）将自担任美联储主席以来首次在杰克逊霍尔（Jackson Hole）发表演讲，市场正密切关注其讲话内容以预判政策方向 [1] 市场预期 - 市场参与者将重点关注沃什在杰克逊霍尔的演讲，以获取关于未来货币政策路径的线索 [1] - 该演讲是沃什执掌美联储后的首次此类公开亮相，市场预期其言论可能引发资产价格波动 [1]