Why Jackson Hole Wasn't A Fed Pivot | Macro Corner Episode 13

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Blue Line Futures Macro Corner

Blue Line Futures

29 episodes

1 week ago

On Macro Corner, host Paul Wankmueller and co-host Jannis Meindl break down the most important macro themes on a weekly basis. By taking a commodities and futures focused angle, our goal is to contribute to your understanding of macro flows and how they may affect your life and investments.

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Why Jackson Hole Wasn't A Fed Pivot | Macro Corner Episode 13

Blue Line Futures Macro Corner

24 minutes 36 seconds

3 years ago

Why Jackson Hole Wasn't A Fed Pivot | Macro Corner Episode 13

Email podcast@bluelinefutrues.com with any questions and be sure to access the chart booklet here: Macro Corner Episode 13, Chart Booklet

Paul Wankmueller, CMT and Jannis Meindl discuss the latest macro drivers coming off of Jackson Hole and why the speech was merely a direct shift to data dependence. Making economic stability as a whole conditional on price stability, what does it mean for risk assets going forward and are we due for a multiple re-rating?

If you want to learn more about today's topics, be sure to access Jannis Meindl's article titled The 2nd Fed Error.

Timecodes:

0:00 - Disclosures

0:18 - Macro Corner Intro

1:08 - Why Jackson Hole Wasn't A Pivot

12:55 - Will Value vs. Growth Have to Re-Rate?

17:04 - Global Wage Coordination

19:25 - U.S. Energy Production

This podcast was recorded on August 29, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.