REMINDER:🇺🇸 Fed Chair Jerome Powell speaks at Jackson Hole at 10:00 a.m. ET.Once he hints rate cuts.Markets will explode! https://t.co/WCAHkvWwVp ...

So, will Pal give the markets what it wants or will he try to take the focus off of rate cuts. Our next guest thinks the latter in her new piece titled The Jackson 5. Joining me now is Sarah House, Wells Fargo senior economist.Sarah, it's great to have you on. Welcome. Thanks, Morgan, for having me.So, what do you think. We have a lot more data here and it's not decided. We do.So, we have, of course, another month of inflation data and of course another jobs report. And so I think when we hear pal tomorrow, ...

During Jackson Hole 2024, a dovish Powell sent Bitcoin +5% in a day.This Friday, his speech could hint at September rate cuts.Fuel for another crypto rally.If he turns hawkish, expect a sharp shakeout.Volatility is coming. https://t.co/SBPokDHp5z ...

$BTC hovered above $113,600 after a slight rebound, with traders watching Powell’s address for clues on whether the Fed is ready to endorse rate cuts in September. By @shauryamalwa.https://t.co/71I4CPPCWI ...

Market Trend Prediction - The market anticipates Federal Reserve Chair Jerome Powell's Jackson Hole remarks to be dovish, signaling potential future rate cuts [1] - Expectation of a market surge following the remarks on Friday [1]

This is an excellent post on the current state of the market.Basically, despite all the postive news around the long term future of crypto the market needs Powell to speak on FridayDan Gambardello (@cryptorecruitr):Jerome Powell is about to make a massively important headline speech on Friday at Jackson Hole.Every serious crypto holder must pay attention to this event.Here’s what I think will happen…This is the Fed’s stage to quietly greenlight rate cuts. Last time Powell leaned ...

Market Expectations - Markets anticipate a sell-off in preparation for the Jackson Hole meeting on Friday [1] - Markets are pricing in a hawkish tone from the Federal Reserve [1] - Markets believe rate cuts are no longer guaranteed for September [1] Federal Reserve Policy - If Powell hints at no rate cuts on Friday, the market will react negatively [1]

Monetary Policy & Interest Rates - The market is uncertain about Fed Chair Powell's upcoming statements on future rate cuts at Jackson Hole [1] - The Fed is expected to maintain maximum policy optionality, potentially conflicting with the White House's desires [2] - The advisor suggests the Fed should have already cut rates, advocating for a cut in September [11] - A 25 basis point cut is recommended, but a 50 basis point cut is possible if a poor labor report precedes the September meeting [11] - Maintaining optionality risks being late, potentially leading to a larger policy error [12][13] Inflation & Economic Outlook - The advisor notes "sticky inflation" at 25%-3% and suggests that as long as inflationary expectations are anchored, the economy can tolerate this level [13] - The advisor argues that the current 2% inflation target may be inappropriate given structural changes in the economy [13][14] - The advisor believes the Fed is excessively data-dependent, reacting to past data rather than anticipating future trends [3][4] Labor Market - The unemployment rate of 42% is the only reassuring indicator in the labor market [8] - Other labor market indicators, along with company reports and college graduate outcomes, suggest a softening labor market [9] - The labor market's decline is not linear, with potential for sudden downturns following initial slowdowns [10][11]

lows might actually be hoping that happens. So let's kick off and dive in with Morgan Stanley's chief U.S. Equity strategist, Mike Wilson. Mike, it's great to have you back on the program.A lot of people they may have sold during the panic. They kind of they haven't been back in. They're waiting for an entry point.Is that coming. >> Well good afternoon Brian. I mean, look, I don't know if they're going to get a big, fat pitch like we got in April.That's probably very unlikely. We think ultimately that was t ...

Market Expectations & Potential Scenarios - Markets anticipate a potentially hawkish tone from Powell at Jackson Hole, leading to a sell-off [1] - The market is pricing in the possibility that rate cuts are not guaranteed for September [2] - A soft stance from Powell, hinting at likely rate cuts, could trigger a significant market rally [1] - If no rate cuts are indicated for September, the market may face a challenging 4-6 weeks [1] Market Sentiment & Uncertainty - Market aversion to uncertainty is evident in current price action [1] - The market is front-running the potential move of no rate cuts, contributing to the sell-off [2]