Imogen Bachra shares her quick take on the big themes and events likely to move markets over the coming week. Top on the agenda is Jackson Hole, where Fed Chair Warsh’s speech will be watched for signals on rates, term premium and the Fed’s response to pressure for lower yields. Markets will also assess fiscal consolidation efforts and continued heavy sovereign issuance. In Europe, ECB minutes and inflation data will provide further clues on monetary policy. Japan is also important, with stronger inflation supporting the case for a September rate hike, while Deputy Governor guidance will be key. In the UK, NatWest maintains its November rate-hike call despite reduced market expectations.

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