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Warsh Speech Doesn't Change View: Von Rotberg

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Wolf von Rotberg, equity strategist at J Safra Sarasin, joins Bloomberg's Lizzy Burden on "Bloomberg Daybreak Europe" to discuss his thoughts on US Federal Reserve Chair Kevin Warsh's speech Friday at Jackson Hole and shares the speech did not change the firm's outlook for US equities because it was already positioned for September & December rate hikes.