Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup

This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also dig into the Fed’s five-year policy review, Trump’s Fed takeover strategy, foreign retreat from Treasury auctions, and whether the risks of inflation are greater than the risk of recession. Enjoy!

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Timestamps:

(00:00) Introduction

(03:50) Jackson Hole Preview

(09:43) VanEck Ad

(10:27) Fed Minutes

(13:05) Will Powell Be A Dove or Hawk?

(19:02) Bullish Post Jackson Hole?

(20:10) JH Impact on Bond Yields

(25:09) Trump’s Fed Takeover Strategy

(29:36) Centralization & the Frontiers

(32:42) VanEck Ad

(33:24) Treasury Auctions in Danger Zone?

(38:19) Hike to Save the Long End!

(40:05) Boom Time in Japan?

(43:45) Inflation Risk > Recession Risk

(47:00) The New Financial Reality

(51:32) Short Financials?

(52:30) Final Thoughts

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