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Rate Cuts and Inflation: Mapping Relationships Into Jackson Hole

Why cross asset changes frame actions of the Fed

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Capital Flows
Aug 19, 2025
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Rate Cuts and Inflation: Mapping Relationships Into Jackson Hole

The question hanging over US markets right now is simple but critical: how will the Fed balance inflation against growth?

I already laid out the big picture thesis moving into Jackson Hole here: INFLATION RISK IS GREATER THAN RECESSION RISK.

From Cuts to Credibility: U.S. Policy Progression Into Jackson Hole

From Cuts to Credibility: U.S. Policy Progression Into Jackson Hole

Capital Flows
·
August 17, 2025
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But HOW do we know this for sure, and HOW do we prove the exact relationships we need to be watching?

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