Fed inflation expectations rise, Powell’s Jackson Hole speech looks awkward. How loose do they want things to get with core inflation above 3% and rising?

Fed’s Common Inflation Expectations Index just got updated and makes JPOW’s JH speech look even more awkward, if at all possible pic.twitter.com/xh36qnP5nW — KKGB (@INArteCarloDoss) August 27, 2025 https://twitter.com/NorthmanTrader/status/1960748123900252638 “No consumer price inflation” Is this a comedy act? Show me …

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The AI Bubble is becoming awkward

https://www.bloomberg.com/news/articles/2023-09-04/jpmorgan-s-matejka-says-us-stock-market-complacency-is-worrying?srnd=premium#xj4y7vzkg Note: this is why i am currently seeking cheap valued resilient dividend yielding european stocks. h/t gewur33