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Jim Bianco says Powell's Jackson Hole speech was a repeat but labor market weakness may have changed
Автор: Bianco Research
Загружено: 2025-08-26
Просмотров: 1709
Описание:
Jim Bianco says Jerome Powell's Jackson Hole speech was a repeat, but labor market weakness may have changed. Fast economic shifts could deter a September rate cut. Rates won't affect tech but will impact other markets.
Timestamps:
0:00 Thoughts on Powell’s Speech
1:00 Range of Bond Yields
2:22 How should investors proceed?
4:22 Intel & Nvidia Coverage
5:58 AI Investing Timeline
7:14 Stock Market Outlook
8:25 Should the Fed cut rates?
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