US Macro Update (+2 Trades Ideas)

Fed Policy in the Shadow of Sticky Inflation

What stands out to me right now is how trapped the Fed feels. Inflation risks remain elevated, even as growth momentum starts to cool. It’s an uncomfortable mix: policy still looks too loose given the underlying inflation dynamics, but the market is already leaning heavily toward cuts.

More details below that outline the themes to watch into this weeks main event “Jackson Hole”. I provide 2 trade ideas that offer very good R:R profiles.

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