Die neuesten Markttrends

At Jackson Hole, Walsh said inflation remains above 2%, financial conditions are not restrictive and the labor market is near full employment, so policy should focus on price stability. He called short rates the main tool, pushed back on forward guidance and made no September commitment. September hike odds rose from ~35% to nearly 58%; 2-year yields rose from 4.22% to 4.35%, while stocks, gold and BTC fell. The path is unsettled, with inflation, jobs and financial conditions guiding timing.