Wake Me Up When September Ends

SEP 09, 2022 • 10 Min Read

Andrew Krohn + 2 others Jason PagoulatosKevin Kelly, CFA Andrew Krohn
DISCLOSURE: THE AUTHORS OF THIS REPORT HOLD POSITIONS IN BTC AND ETH. THE AUTHOR HAS NOT PURCHASED O

📊 Food For Thought Pt 2

In last week’s edition of Market Insights, “Markets Gear Up For Dreaded September”, we spent some time reflecting on the Jackson Hole comments, and more importantly, the market’s reaction to these comments. Suffice to say, the market was caught off guard by the seemingly hawkish rhetoric coming from Powell. This was evidenced by the sharp market pullback sending BTC back below its 2017 ATHs, and the repricing in the odds of a 75bps rate hike at the September FOMC meeting at nearly 86%.

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    Andrew Krohn + 2 others Jason PagoulatosKevin Kelly, CFA Andrew Krohn