Innlegg

WALSH’S JACKSON HOLE TEST 👀 With core PCE still above 2% but jobless claims down to 203K, the Fed’s policy trade-off is in focus. The key isn’t whether Walsh sounds hawkish or dovish—it’s whether he lays out a clear, repeatable reaction function for inflation, jobs and financial conditions. Less clarity could mean more repricing and volatility across the dollar, Treasuries, gold and $BTC . Not advice, just analysis. #WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest