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3min chapter
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
Macro Mondays
Analyzing Interest Rate Impacts and Sector Trends
This chapter explores J. Powell's anticipated interest rate cuts and their potential effects on the materials equity sector, especially in relation to China and commodities. It highlights the time lag in experiencing the consequences of rate cuts compared to hikes, while also urging listeners to remain updated on market trends and upcoming events, including a significant crypto gathering in Singapore.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode