Marketplace All-in-One It's almost time for Jackson Hole again
Aug 18, 2025
Fed watchers are on high alert as Jerome Powell prepares to speak amid complex economic pressures related to inflation and employment. The discussion highlights the implications of President Trump's tariffs on monetary policy. Additionally, the podcast explores Nigeria's potential to become a major player in the growing global demand for cassava, while also addressing the challenges faced by smallholder farmers in this ambitious market.
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Fed Pulled Between Inflation And Jobs
- The Fed faces simultaneous risks to price stability and maximum employment, creating a policy bind.
- Powell will likely stress data-dependence and the need to weigh inflation versus labor-market weakness.
Expect One Careful Rate Cut
- The Fed is choosing to wait and hold rates while it gathers more data before acting.
- Expect a possible single rate cut in September but no promises of additional easing.
Data Will Drive The Next Move
- Chair Powell emphasizes that policy decisions will 'depend on the data.'
- The August employment and inflation reports will be crucial inputs before the September Fed meeting.