The next 72 hours will set the tone for markets and policy:
- Fed Chair Powell’s Jackson Hole remarks on Friday: Will he confirm rate cuts—or signal a "higher for longer" regime?
- UK inflation’s September peak: Does it mark the top, or just a pit stop?
- US earnings from Walmart and Target: Watch how tariff pass-through is affecting consumer prices—and CEO rhetoric on trade
- Canadian rate decision: A dovish pivot could pressure the US dollar and stoke investor appetite for risk—if inflation stays cool
The big question: Can central banks thread the needle between curbing inflation and not choking off a fragile recovery—especially with tariffs shifting the global landscape? Stay tuned for Powell’s Jackson Hole speech; its ripple effect could be dramatic.
