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
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25 Aug 25
Odd bins: Jackson Hole, Russia & Shipping
#US Fed#Jackson Hole#US Federal Reserve#US-China Trade War#US-China Trade Relations#Shipping#Putin Strategy#Vladimir Putin#President Putin#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin
22 Aug 25
The Jackson Hole Pivot
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
26 Aug 24
US Fed- Jackson Hole- Chairman Powell Speech
US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think? Read More
28 Aug 21
Jackson Hole - The Fed And So To Bed
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
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