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Macro Mondays #63 - What to make of Powell's Jackson Hole Speech

Macro Mondays

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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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