Eight Big Takeaways From Jackson Hole

Eight Big Takeaways from Jackson Hole

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.

Jackson Hole, Macro Data On Tap: Key Takeaways for Investors

Stocks have been resilient since the July jobs report, with interest rate cuts now not just a hope, but a legitimate expectation Jay Powell gives his annual Jackson Hole speech this Friday, the last of his term as Fed chair The path of interest rates may dictate capital markets activity over the remainder of 2025 July CPI, PPI, and Retail Sales are in the rearview mirror, and investors now look ahead to a trio of key potential macro volatility c…