Ahead of Fed Chair Warsh's Jackson Hole speech, markets focus on US debt burden and the gap in global AI investments

In an environment where signs of economic pressure are becoming increasingly pronounced, Fed Chair Warsh is striving to soothe investors' concerns. Warsh, whose communication strategy has been criticized by economists, is preparing to deliver his first speech as central bank chair at the Jackson Hole symposium, where policymakers will gather.

On the other hand, interventions by US Treasury Secretary Scott Bessent targeting the bond market appear ineffective. While markets show that the 40 trillion dollar US national debt cannot be ignored, what the Treasury Department's next move will be remains a matter of curiosity.

On the technology and energy side, the US continues to widen the AI-focused investment gap with Europe, thanks to high-tech equipment and facility expenditures. However, whether the 6,3% yield rate can be sustained in a potential oil price crash raises questions in the markets.

This content is for general information purposes and is not investment advice.