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Bloomberg

Warsh Speech Doesn't Change View: Von Rotberg

Monday, August 31, 2026


Wolf von Rotberg, equity strategist at J Safra Sarasin, said on Bloomberg that Kevin Warsh's Friday speech at Jackson Hole did not alter the firm's outlook for US equities. Von Rotberg stated the firm was already positioned for rate hikes in September and December.

Original reporting: https://www.bloomberg.com/news/videos/2026-08-31/warsh-speech-doesn-t-change-view-von-rotberg-video

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