Market Pulse | Aug 29
The Fed Just Changed the Game
Jackson Hole is over.
Now comes the repricing.
🏦 RATE CUT BETS TAKE A HIT
Kevin Warsh’s hawkish tone pushed September rate-hike expectations sharply higher. Markets are now pricing in a very different Fed path.
💵 THE DOLLAR STRIKES BACK
A more hawkish Fed means higher-for-longer rates could be back in focus, giving the dollar fresh support.
🥇 GOLD FEELS THE PRESSURE
Gold dropped sharply as rising rate expectations made non-yielding assets less attractive.
📈 TECH GIVES BACK SOME GAINS
The Nvidia-fueled rally ran into higher yields, putting pressure back on tech stocks and broader risk appetite.
₿ CRYPTO FEELS IT TOO
Bitcoin is facing the same macro headwind. When liquidity expectations change, crypto doesn't get to ignore the memo.
Yesterday, the Fed spoke.
Today, markets are repricing.
The Fed Just Changed the Game
Jackson Hole is over.
Now comes the repricing.
🏦 RATE CUT BETS TAKE A HIT
Kevin Warsh’s hawkish tone pushed September rate-hike expectations sharply higher. Markets are now pricing in a very different Fed path.
💵 THE DOLLAR STRIKES BACK
A more hawkish Fed means higher-for-longer rates could be back in focus, giving the dollar fresh support.
🥇 GOLD FEELS THE PRESSURE
Gold dropped sharply as rising rate expectations made non-yielding assets less attractive.
📈 TECH GIVES BACK SOME GAINS
The Nvidia-fueled rally ran into higher yields, putting pressure back on tech stocks and broader risk appetite.
₿ CRYPTO FEELS IT TOO
Bitcoin is facing the same macro headwind. When liquidity expectations change, crypto doesn't get to ignore the memo.
Yesterday, the Fed spoke.
Today, markets are repricing.
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