CAP STRAT’s Michael Warford, CFA, and Mike Rarey, CFA, dig into the significant details from the Jackson Hole symposium (aka “the Super Bowl of Central Banking”). In this episode:
Takeaways from Jackson Hole meaningful to asset markets
“The two percent is and will remain our inflation target.” Jerome Powell
The market action that followed
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
