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WATCH LIVE: Fed Chair Jerome Powell speaks at Jackson Hole

Published 23/08/2024, 11:52 pm
© Pavlo Gonchar / SOPA Images/Sipa via Reuters Connect
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Fed Chair Jerome Powell is set to deliver a highly anticipated speech at the annual Jackson Hole symposium in Wyoming's Grand Teton National Park this Friday.

Market participants are eagerly awaiting his remarks, which are expected to provide insights into the Federal Reserve's future monetary policy direction amidst ongoing economic uncertainties.

The speech is likely to influence the market's perception of future monetary policy and the economy.

With weakening U.S. economic data prompting the Federal Reserve to cut interest rates, there is a growing belief that the Fed will do so at its next meeting in September.  

In a note to clients this week, analysts at Barclays (LON:BARC) told investors that they believe "Fed speak at Jackson Hole will be key to fine-tune policy expectations."

"Powell's speech at Jackson Hole today may not change the script for markets much. However, a lot of 'good' rate cut news is arguably baked into rates and equity markets already, with four Fed cuts being priced by OIS swaps before year-end," they added.

Meanwhile, Goldman Sachs (NYSE:GS) expects the speech from Powell and his subsequent interviews to highlight data dependency and a cautious approach to rate cuts.

The investment bank expects Powell to reaffirm the Fed's preparedness to swiftly respond to deteriorating economic conditions but refrain from committing to aggressive easing without further data.

"While the academic part of the symposium has the potential to impact the long-run direction of policy, the side interviews should shed more light on immediate policy questions, analysts at the influential investment bank said.

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