Episode 775
Powell’s dovish speech fuels risk appetite
🇬🇧 Stay ahead of the markets with Swissquote · Insights, strategies, and innovations for smarter trading
August 25, 202510m 44s
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Show Notes
Federal Reserve (Fed) Chair Jerome Powell’s Jackson Hole speech was surprisingly dovish. Investors lapped up his words, betting that the first Fed rate cut since last September is now only weeks away. Markets cheered: the S&P 500 brushed against record highs, small caps soared, and Asian equities followed suit. Chinese chipmakers rocketed on expectations of more stimulus and a bold pivot away from Nvidia. Meanwhile, Nvidia itself takes center stage this week with Q2 earnings that could make or break tech sentiment.
The big question is whether US GDP and PCE data will derail the Fed’s dovish tilt—or confirm a further rate relief.
Listen to find out more!