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28 AUGUST 2026
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TranscriptYelena Shulyatyeva, Senior US Economist for The Conference Board, analyzes Fed Chair Kevin Warsh’s latest remarks and discusses with Erik Lundh, Senior Global Economist for The Conference Board, why markets interpreted Warsh’s message as increasingly hawkish. Shulyatyeva examines what Warsh revealed about the Fed’s approach to inflation, why the speed of progress toward its 2% target matters, and what his comments suggest about the underlying strength of the economy and labor market.
The conversation also explores the market reaction to the speech, the economic data the Fed will consider before its September meeting, and why The Conference Board is not yet changing its forecast of no rate hikes this year.
C-Suite Perspectives is a series hosted by our President & CEO, Steve Odland. This weekly conversation takes an objective, data-driven look at a range of business topics aimed at executives. Listeners will come away with what The Conference Board does best: Trusted Insights for What’s Ahead®.
C-Suite Perspectives provides unique insights for C-Suite executives on timely topics that matter most to businesses as selected by The Conference Board. If you would like to suggest a guest for the podcast series, please email csuite.perspectives@conference-board.org. Note: As a non-profit organization under 501(c)(3) of the IRS Code, The Conference Board cannot promote or offer marketing opportunities to for-profit entities.
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