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Odd bins: Jackson Hole, Russia & Shipping

Strategy Report ·David Roche ·25 Aug 2025

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…

#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.#US Fed#Jackson Hole#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin Read More
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The Jackson Hole Pivot

David Roche ·22 Aug 2025

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; …

#Jackon Hole Monetary Policy Pivot#Jackson Hole#US Federal Reserve#US Federal Reserve Independence. Read More
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