Fed Chair Kevin Warsh's Jackson Hole speech makes Liz Ann Sonders (@CharlesSchwab) believe the FOMC will hike interest rates, the question is when. A reescalation in the U.S.-Iran war and global trade wars pose as a threat to the inflation outlook. Michelle Gibley analyzes the Japanese yen's recent weakness and the greater implications it has for U.S. stocks. In China, she believes the country made a lot of progress in technology but it's not translating well into earnings.