Trading Insights

Macro Watch

  • Powell’s speech at Jackson Hole likely to drive volatility across equities, bonds, and FX.
  • Mixed U.S. data: higher jobless claims vs stronger manufacturing PMI keep Fed outlook uncertain.
  • Yields elevated despite yesterday’s dip, signaling continued liquidity pressure.
  • Investors cautious: Risk appetite hinges on whether Powell leans hawkish or dovish today.