Powell going dovish at Jackson

Powell going dovish at Jackson Hole is a major pivot.

Key takeaways for me:

• Risk balance shift → Fed is now openly worried about jobs more than inflation.

• Policy framework → More flexibility = more room to cut without being boxed in by the “make-up” strategy.

• Market reaction → Equities + crypto spiked instantly, showing how much positioning was leaning bearish before this.

Traders are now pricing 90%+ chance of a September cut (vs 75% before the speech), and two cuts by year-end are fully priced.

👉 The big question: Is this just relief rally fuel, or the start of a bigger cyclical rebound?

QQQ is already responding, but risk-on sentiment could spread much wider if the Fed follows through.

SeptemBEAR is here: Are Your Portfolio Ready for Volatility?

In September, the VIX may fly as we may see September Effect hit again. ------- 1. Is the market in danger with September effect approaching? 2. What's your strategy to cope with risks?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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