September rate-hike odds have increased after Kevin Warsh’s Jackson Hole speech, Puru Saxena says, a shift that could keep stocks volatile until the next FOMC m

September rate-hike odds have increased after Kevin Warsh’s Jackson Hole speech, Puru Saxena says, a shift that could keep stocks volatile until the next FOMC meeting. He still sees strength in AI and expects a strong Q4-Q1 rally in leading equities.