ep. 22


The Jackson Hole Speech Was Crystal Clear | Alfonso Peccatiello

On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "Fed Pivot My A*S".

We just heard Jerome Powell deliver a very decisive speech in Jackson Hole where he stressed that the Fed won’t be making another mistake: after underestimating inflation in 2021 and delaying the tightening cycle, they will not prematurely stop now.

Alfonso breaks down how to interpret Jerome’s remarks, what the economic data is showing and where to look for short-term market opportunities.


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Read Fed Pivot My A*S: https://themacrocompass.substack.com/p/jackson-hole#details



(00:00) Intro

(01:47) Housing Activity is Slowing Down Rapidly

(04:26) Quantitative Tightening Matters

(07:19) Monetary Conditions Will Continue to Tighten

(10:09) Market Opportunities


Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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