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Jackson Hole: The Market’s Balancing Act

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Manage episode 500796048 series 3577695
Content provided by Manoj Sharma. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Manoj Sharma or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Fresh news and strategies for traders. SPY Trader episode #1340. This episode covers the market outlook for the week of August 17th, 2025, focusing on the highly anticipated Jackson Hole Symposium and Federal Reserve Chair Jerome Powell's speech. Discussions include persistent inflation, the potential for a September rate cut, the strong labor market, and varied GDP forecasts. The podcast highlights the S&P 500's resilience, the continued dominance of AI (Phase 3 monetization), and the potential for $7 trillion in money market funds to flow into equities. Key sectors to watch are technology and industrials, with a focus on diversified ETFs for broad exposure and targeted growth. It also addresses defensive positioning with fixed income and alternative assets, outlining both risks and opportunities for investors.
  continue reading

405 episodes

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iconShare
 
Manage episode 500796048 series 3577695
Content provided by Manoj Sharma. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Manoj Sharma or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Fresh news and strategies for traders. SPY Trader episode #1340. This episode covers the market outlook for the week of August 17th, 2025, focusing on the highly anticipated Jackson Hole Symposium and Federal Reserve Chair Jerome Powell's speech. Discussions include persistent inflation, the potential for a September rate cut, the strong labor market, and varied GDP forecasts. The podcast highlights the S&P 500's resilience, the continued dominance of AI (Phase 3 monetization), and the potential for $7 trillion in money market funds to flow into equities. Key sectors to watch are technology and industrials, with a focus on diversified ETFs for broad exposure and targeted growth. It also addresses defensive positioning with fixed income and alternative assets, outlining both risks and opportunities for investors.
  continue reading

405 episodes

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