『The Week That Was – 31 Aug: Warsh’s First Jackson Hole Speech, Indian Markets Stay Cautious』のカバーアート

The Week That Was – 31 Aug: Warsh’s First Jackson Hole Speech, Indian Markets Stay Cautious

The Week That Was – 31 Aug: Warsh’s First Jackson Hole Speech, Indian Markets Stay Cautious

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In this week’s episode of The Week That Was, we break down key global and domestic market developments:

  • Global Markets: Fed Chair Kevin Warsh’s debut Jackson Hole speech kept a rate hike on the table, triggering a bear-flattening in US yields, a stronger dollar, and a pullback in gold, while the S&P 500 ended marginally lower.
  • India Macro & Economic Data: Industrial production moderated but stayed resilient, asset monetisation progress was strong, and forex reserves climbed to a record USD 729 billion.
  • Domestic Equities & Sectors: The Nifty and Sensex fell for a third straight week on Middle East and Fed-driven caution, even as Metals, IT, and Pharma led sector gains and broader markets outperformed.

Speaker:

Michelle Castellino

Investment Strategist

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