Innlegg

#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