Jackson Hole has become a key volatility event for the $SPX—each year, we see an initial dip around Powell’s speech, often followed by a rebound once the dust settles. Even a dovish tone in 2024 couldn’t stop the short-term drop, showing how sensitive sentiment remains. This year, optimism for a September Fed rate cut is high, with the July CPI report supporting that view, though caution lingers. Notably, we’re seeing sector rotation into areas like residential construction and small-caps that stand to gain from lower rates. If there’s another post-speech pullback on Friday, it may well present a classic buying opportunity, as history suggests. Will 2025 repeat the pattern? I’m watching closely to see if this “sell, then rebound” cycle continues!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.
