The Fed's no-win moment

What happens when the Fed runs out of good options?That's the question hanging over markets after a hawkish Jackson Hole. This week, Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, unpacks what Chair Warsh's stance means for rates and risk.AI adoption and capex spend remain key drivers of US growthHigher-for-longer rates shape the market backdropTim explores the credit landscape heading into SeptemberFrom US-Canada trade tensions to escalating geopolitical risk, Tim walks through the forces that defined the week and what they mean for credit.