Episode 6

1. FED, rates and effect on market

2. Powell speech on rate hike and tone

3. Comparison to Jackson Hole

4. Market reaction

5. Bond market

6. New cycle highs

7. 2Y and 10Y bond yields

8. Effects on equity risk premium and S&P 500, SPY, Nasdaq, QQQ

9. Inflation

10. New level higher than 2%

11. Fed terminal rate

12. Market going forward