关于「Jackson」的内容列表
Paul Jackson, global head of asset allocation research at Invesco, told a webinar that central banks, including the US Federal Reserve, would continue to cut interest rates in 2025. US interest rates are already high enough that the Fed is likely to allow the easing process to continue. The same will be true for "the vast majority of central banks around the world".
In an interview with CNBC's Closing Bell program, Eric Jackson, founder and portfolio manager of EMJ Capital, said that the U.S. SEC may have a new crypto regulatory policy, as well as the expansion of global adoption and the U.S. strategic bitcoin reserve may become an important catalyst for bitcoin, triggering the next bull market in bitcoin. 100,000 dollar milestone may make many investors reconsider, including institutional investors and sovereign retail investors.
Jackson Garton, co-chief investment officer at Makena Capital Management, said Powell was silent about providing new forward guidance during his press conference, and he did not make any comment about changing the summary of economic expectations. Short-term Treasury yields were little changed at the time of Powell's speech. Garton still thinks the Fed may choose to cut rates in December, but is unsure. "I think there is more than a 50 percent chance of a further 25 basis point cut at the next m...
Makena Capital Management联合首席投资官 Jackson Garton表示，鲍威尔在他的新闻发布会上对提供新的前瞻性指导保持沉默，他没有就更改经济预期摘要发表任何评论。短期美债收益率在鲍威尔讲话时几乎没有变化。Garton仍然认为美联储可能会选择在12月降息，但不确定。他表示：“我认为下次会议继续降息25个基点的可能性超过50%，但我不是百分百确定。”
According to foreign media analysis, one of the main contents of Federal Reserve Chairperson Powell's speech in Jackson Hole in August was that, given the significant progress made on inflation, the Federal Reserve's response is no longer solely focused on inflation. There are clear signs that the employment aspect has become a more dominant factor in determining policy. Since then, employment data has triggered greater cross-asset volatility in recent months. However, with Trump's decisive vict...
At the recent Jackson Hole Central Bank Symposium, Federal Reserve Chairperson Jerome Powell hinted that the priority had shifted from fighting inflation to protecting jobs, saying further cooling in the labor market would be "unwelcome". He did not use the word "gradual" to describe the pace of future rate cuts, which some investors see as opening the door to rapid rate cuts. Traders now expect the Fed to cut rates by a full percentage point by the end of the year, meaning a 50 basis point cut ...
QCP Capital published an analysis saying that after the Jackson Hole meeting, Bitcoin trading desks saw aggressive call spread buying, but there were also a very large number of call options sold, and the call-over price was around 100,000 until March 2025. Does this mean that the market is bullish, but it is not expected to have a blowout trend so soon. Even if the spot price rises, from the perspective of trading volume, BTC and ETH put options are more biased than call options before October,...
On August 25, Jackson Hinkle, an independent political commentator in the United States, said on X that an anti-Israel hacker had stolen billions of bytes of sensitive Israeli data and posted confidential information on Telegram. Telegram rejected Israel's request to censor it.
On August 24, CICC commented on Federal Reserve Chairperson Powell Jackson Hole's remarks: 1. It is basically clear that DingTalk on the September interest rate cut board is in line with expectations. CME interest rate futures include a 76% probability of a 25bp interest rate cut in September and a 24% probability of a 50bp interest rate cut. 2. The Federal Reserve shifted its focus from prices to employment, basically declaring victory in the fight against inflation (saying that inflation expec...
On August 24th, China Merchants Securities commented on Powell's speech at the Jackson Hole Global Central Bank Conference. Powell's speech implied that "the economy has normalized", and then monetary policy needs to be "normalized". 1. Supply constraints have been normalized, and confidence in the decline in inflation has increased significantly. So...
