Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le... Read More

RTHK The Close: Carolyn Wright, Richard Harris & David Roche discuss Jackson Hole policy shift and Trump’s plot against the US Fed. Market implications. Read More

NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions & False Analysis Read More

The Jackson Hole Pivot Investment Conclusion What Chair Powell's newly announced policy means for investors: More asset bubbles in equities, crypto and non-bank credit; Higher inflation down the road as the money will be printed to fund it; ... Read More

Jackson Hole - Chair Powell's Speech: This means further monetary policy easing and Fed rate cuts. Here is Chair Powell's logic: Labour Marke t There exists a curious balance: supply and demand for labor are both contracting. This creates a "curious" ... Read More

Like it or not, the US Fed's Jackson Hole Conference is going to be all about Fed independence and the battle with President Trump to preserve it. The anodyne (labor market) theme of the Conference will not defuse that bomb. The issue of whether inflation concerns should outwe... Read More

US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think? Read More

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More