The Investment Thread

Powell is supposed to speak tomorrow. Wonder if this will be the narrative for a potential market tank job.

I think this one of bigger FOMC meetings (quarterly review of data) - and the market always hangs on every word especially on the monetary policy stuff. It’s hard to know what the market is looking for right now, clearly talk of inflation or rate rises will be negatively received, but it seems like that fear has subsided a bit. There’s also the unusual labor market to talk about. It seems like this one will be an “eye of the beholder” thing - like many of them are.