Saturday, August 29th. Jackson Hole, Bond Market Volatility, and AI Momentum
This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh’s closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of a slowing consumer, and why stronger-than-expected second quarter spending data paints a different picture than current sentiment. They also cover Treasury buybacks, falling oil prices, Nvidia’s latest surge, and what it all means for investors. Plus, we discuss the proposed Trump account regulations and how to approach retirement planning when your career goals and workplace direction no longer align.
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