My thoughts on Aug 28 Jackson Hole speech and markets going forward…
u/kawhiskers ·
Reddit — r/stocks
· August 29, 2026 at 15:11
· ⬆ 26 pts
· 💬 28 comments
| View on Reddit ↗
No analysis available.
Score26
Comments28
Upvote %78%
▶ Full Post Text
Ooooof Friday was hard…
\- stripping away market predictability and prioritizing strict inflation control over asset price support, Warsh confirmed a regime change at the Fed.
\- not offering forward guidance really f\*s with market certainty.
\- This is NOT bullish for equities.
\- hawkish fed + continuing Iran conflict keeps inflation higher, higher rates reduces growth and thus raises risk of stagflation.
\- Soooooo….is the Fed forcing trump’s hand here for his biggest TACO yet? Making a not-ideal deal with Iran and finally getting hormuz open?
\- Warsh isn’t gonna fall over for Trump and cut rates.
\- The only way to make a less inflationary environment is to get Iran sorted out asap which could then ease fed hawkishness with the elevated oil price overhang finally diminishing.
Informed discussion is great so let’s hear ya in the comments!