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

Posted: Aug. 29, 2022, 5:17 p.m.

Email [email protected] 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.


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. 

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