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  1. Waller's views influence rate hike expectations while war uncertainty impacts oil prices and market sentiment, affecting enterprise software leaders like Microsoft and Salesforce.
  2. Waller's comments influenced rate outlook, affecting Treasury yields and driving a rally in software stocks like Adobe and Salesforce.

Fed Governor Christopher Waller tempered rate-hike bets as Adobe announced Narayen's transition, causing market reactions analyzed by BCA Research.

2 reports, 2 independent Updated Sep 11
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Some supportReported by 2 outlets

Fed Governor Christopher Waller tempered rate-hike bets as Adobe announced Narayen's transition, causing market reactions analyzed by BCA Research.

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