Are More Rate Hikes Coming? with Jared Dillian

Aug 25, 2023

Jared Dillian, The Daily Dirtnap editor, discusses post-NVDA earnings, Powell's speech at Jackson Hole, and his predictions for the bond market. They analyze the impact of Powell's speech, confirm their thesis on the dollar, discuss uncertainty in economic models, technical analysis of gold, and concerns of banks.

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Introduction

00:00 • 2min

Analyzing the Recent Fed Speech and Market Impact

01:31 • 10min

New information confirms thesis and opinions on the dollar

11:42 • 2min

Uncertainty in the Current Economic Models

13:51 • 6min

Technical Analysis of Gold and Discussion on Banking

19:42 • 2min

Banks' Concerns and Potential Failures

21:54 • 10min