Macroeconomics and Market Trends

Market focus returns to Jackson Hole. Investors bet that Powell will leave room for a rate cut in September, with interest rate prospects influencing the performance of risk assets. US tech stocks have pulled back, with the Nasdaq weakening; Bitcoin and Ethereum have lost key levels, and leveraged long positions have been hit, leading to increased short-term volatility.

Historically, Jackson Hole often releases policy signals. If the tone leans towards easing, it is expected to restore liquidity and risk appetite; if it is more neutral, volatility may continue, and funds may shift towards high-quality assets for observation.