Powell – InterCapital

Powell

Ivan Dražetić, CFA

Eye of the Beholder – What Do We Make of Apparently Ambiguous Powell’s Congressional Testimony?

Adamant Behavior of the Powell’s Favorite Measure

Fed and ECB Week to Close the Year

Fed Raises Rates by 75bps to 3.0% and More Hikes to Come

Ivan Dražetić, CFA

Wayne Gretzky and the FED – Where Is the Puck Going to be in December?

Fed Decided to Hike 25bps, Projections Slightly Hawkish

Central Banks: Regime Change or Temporary Setback?

Jerome Powell Ended the Era of Transitory

Inflation At Multi-Year Highs, Central Banks’ Dovishness Still Unchanged

Yields Go Up. Central Banks React. Repeat.

Ivan Dražetić, CFA

Who Cares about the Month-Old FOMC Minutes when You Have Jackson Hole Tomorrow?

All-Time Low Bund, All-Time High S&P500, What’s Next?

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