Jackson Hole's Real Message

Jay Pelosky

TPW Founder & Global Strategist @ TPW Advisory

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2 September 2022

• Jackson Hole's real message is the start of the validation of the high nominal growth world we have highlighted

• US inflation shld fall faster than expected; at EU energy fear peak; China has drawn a line under its property sector

• Sept will mark end of Fed hike front loading & beginning of USD rollover with significant asset allocation implications

Jay Pelosky

TPW Founder & Global Strategist @ TPW Advisory

Follow

2 September 2022

2 September 2022

Published byTPW Advisory

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