

What To Expect From Jackson Hole… And CME Partners With Fanduel 8/21/25
Aug 21, 2025
Target's stock takes a hit as the retailer grapples with sales decline and new CEO plans. A divided Federal Reserve signals potential implications for interest rates. Meanwhile, Walmart faces unexpected stock declines despite solid earnings, while FanDuel introduces a new betting platform linking wagers to economic indicators. The podcast also touches on emerging sports streaming deals, like MLB's partnership with NBC, and Starbucks' strategy to attract Gen Z with coconut beverages. Investment insights round out the discussion.
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Powell Likely To Let Data Decide
- Fed Chair Powell may avoid committing to a September cut and let incoming inflation and jobs data guide markets.
- That stance could leave both doves and hawks unsatisfied and keep rate-cut odds volatile.
Trade After Key Data, Not Headlines
- Watch upcoming inflation and employment prints before assuming a Fed cut is coming in September.
- Use those data points to adjust positions rather than relying on pre-speech market odds.
Fed Committee Deeply Divided
- Fed officials show a public split: some strongly worry about inflation, others emphasize labor risks.
- That division means Powell could choose to keep rates steady if he wants to assemble hawkish votes.