MM #116 – Ready your rate radar

The Fed is the center of attention once again with higher expectations for a rate hike following Jackson Hole. We explain what happened and also examine if the data supports it before moving to the upcoming events. 

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  1. Consistent case for a rate hike: While Yellen was relatively cautious while sounding mildly upbeat, Fischer made it clear that September is an option. Data is now more important than ever.
  2. Is the data good enough?: Like with Yellen’s speech, it takes a lot of effort to find a smoking gun. We examine the Fed’s mandates.
  3. Preview: The NFP just became much more important but it’s not alone. Data from China, always lurking in the background should be watched as well.

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