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Arsal Rehman
#沃什今晚亮相杰克逊霍尔，能否明确政策框架？
I think Wash will most likely "hawk openly but dove secretly" tonight, verbally calling for a rate hike while actually leaving the door open for a pause in September.
Although the core PCE is still high at 3.3%, the initial jobless claims dropping to 203,000 is a crucial data point — indicating the job market is already starting to subtly cool down
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
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