📊 Jackson Hole: The real signal unleashed by Waller
Waller’s key message last night was very clear: inflation hasn’t returned to a sufficiently safe level yet, and the Fed still has “work to do.” He even hinted that if inflation doesn’t keep improving, rate hikes could still be put back on the table.
More importantly, Waller doesn’t want the market to become overly dependent on Forward Guidance—he wants it to go back to trading the data.
What truly matters next is:
Inflation → Employment → U.S. Treasury yields → U.S. dollar → Liquidity → Crypto markets
So Jackson Hole isn’t the end of the current trend—it’s the start of a new round of macro pricing.
If inflation continues to stay sticky, the market will trade “Higher for Longer.” Otherwise, if employment cools quickly, rate-cut expectations may return.
The real market moves often happen the moment expectations diverge from the data.
$BTC $ETH $SOL
#JacksonHole #杰克逊霍尔会议
Waller’s key message last night was very clear: inflation hasn’t returned to a sufficiently safe level yet, and the Fed still has “work to do.” He even hinted that if inflation doesn’t keep improving, rate hikes could still be put back on the table.
More importantly, Waller doesn’t want the market to become overly dependent on Forward Guidance—he wants it to go back to trading the data.
What truly matters next is:
Inflation → Employment → U.S. Treasury yields → U.S. dollar → Liquidity → Crypto markets
So Jackson Hole isn’t the end of the current trend—it’s the start of a new round of macro pricing.
If inflation continues to stay sticky, the market will trade “Higher for Longer.” Otherwise, if employment cools quickly, rate-cut expectations may return.
The real market moves often happen the moment expectations diverge from the data.
$BTC $ETH $SOL
#JacksonHole #杰克逊霍尔会议