Bottom line for the desk: Watch the first 15 minutes of the…

G3B

Rate Of Return

Aug 28, 2026 at 12:21 PM

Bottom line for the desk: Watch the first 15 minutes of the speech for tone (hawkish/dovish keywords), then track 10Y yield reaction in real time — that's your leading indicator before equity markets fully reprice. SOX and gold will likely be the fastest, cleanest signals to relay to the team.

Captain's Watch

Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

169月26 28 10月26 912月26 271月27 173月27 284月27 96月27 287月27 159月27 27 10月27 MEETING

Jackson Hole Fed Speech Vs SPX Returns S 12006-2025 3.0% 1- Tier1 1 Alph ha 2.0%

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Bottom line for the desk: Watch the first 15 minutes of the speech for tone (hawkish/dovish keywords), then track 10Y yi…