Strategy Note /

Jackson Hole's Real Message

  • 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
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
2 September 2022
Published byTPW Advisory


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