Morning call: We talk central bank messaging, Jackson Hole and obviously... inflation
Join David & Tim every weekday morning at 9am UK time live in the Discord, or listen back here from 10am each day!
We'll be talking about anything that pops up whether it's market, politics or macro related with a special guest every now and then.
Today we focused on central banks not getting their message across and why yields are not reflecting/compensating for current inflation (and potential future inflation volatility).
Also, what to look for at Jackson Hole, with Powell's messaging front and centre. David's noticed a pattern in his recent FOMC speeches. Let's see if he sticks