Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

Change in Portfolio Weighs - The Fed Rules: Increasing the Weights of Equities and Treasuries

The Weekly Market Monitor (30) – Behold the Dovish Shift!

Expect the ISM Manufacturing to Rise to 48, Signaling 14% Downside for Equities

The Weekly Market Monitor (29) - The Moment of Truth?

China: An Accident Waiting to Happen? Comparing the Current Chinese Economy to the One in 2015

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Macroeconomics

<ul>
<li>Powell sounded much more dovish than during the previous FOMC meeting and had just one message: the Federal Reserve is now fully data-dependent regarding future monetary policy.</li>
<li>Powell believes the Fed is done and highlighted the balance between doing too much or too little. Before, the Fed had shown a clear willingness to risk doing too much.</li>
<li>Since the market was driven by central bank 'hopium,' Powell has taken a key catalyst from markets to move higher.</li>
</ul>


Powell sounded much more dovish than during the previous FOMC meeting and had just one message: the Federal Reserve is now fully data-dependent regarding future monetary policy.
Powell believes the Fed is done and highlighted the balance between doing too much or too little. Before, the Fed had shown a clear willingness to risk doing too much.
Since the market was driven by central bank 'hopium,' Powell has taken a key catalyst from markets to move higher.


Powell Is Done, but Whether the Fed Is Too Depends on the Data

United States

Powell Is Done, but Whether the Fed Is Too Depends on the Data