Trading Insights

Macro Watch

Markets rally after Powell’s dovish Jackson Hole remarks, with rate cuts now firmly priced in for September.
  • Powell pivots dovish: Labor weakness and liquidity concerns pave the way for September rate cuts.
  • Markets euphoric: Equities rallied strongly, with tech leading gains.
  • Commodities mixed: Gold and silver see short-term selling, though longer-term demand remains solid.
  • FX realignment: Dollar weakness dominates, though positioning is still fluid.