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Logan_KL

Logan_KL

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Logan_KL
Logan_KL
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Logan_KLAug 28 at 11:36 PM

Can the new chairman Walsh save the storage and semiconductor sectors? The risk premium is severe, and concerns are mounting about how long the fundamentals can hold.

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Captain's Watch
Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

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Jackson Hole Fed Speech Vs SPX Returns S 12006-2025 3.0% 1- Tier1 1 Alph ha 2.0%
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