Powell’s Pivot Explained: Jackson Hole, Fed Inflation Shift & Market Rally | Deep Dive Ep. 6

Join the community: https://diywallst.substack.com/ Markets went on a rollercoaster after Jerome Powell’s Jackson Hole speech — from a selloff to a massive relief rally. But what really changed? In this episode of Deep Dive, we break down Powell’s dovish pivot, why the Fed may be rethinking its 2% inflation target, and what it all means for stocks, bonds, gold, and Bitcoin. We also dive into sector rotations, corporate earnings (Target, Walmart, Home Depot, Intel), and what upcoming economic data could mean for your money. 👉 If you want to understand the Fed’s new playbook, where markets could go next, and how to position yourself, this episode is for you. 🔔 Don’t forget to like, subscribe, and drop your thoughts in the comments — how do you think the Fed’s pivot will affect markets in 2025? 00:00 – Market chaos & Powell’s Jackson Hole speech 01:26 – Powell pivots dovish → stocks surge back 02:51 – Fed signals rate cuts & policy shift 04:14 – Mixed economic data: Housing, PMIs, Philly Fed 05:41 – Treasury volatility & sidelining the hawks 07:05 – Retail earnings: Winners & losers under tariffs 08:50 – Intel, Chips Act & government involvement 09:45 – Fed abandons 2% inflation target? 10:44 – Market forecasts: S&P, Dollar Index, Bitcoin 12:37 – Key events & earnings to watch next week 14:30 – Recap & final thoughts: Inflation’s long-term impact