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📍 JACKSON HOLE SPECIAL REPORT. Thank you to my friends at iHeartMedia for featuring mtf on more than 50 iHeart stations this morning across the U.S. of A. The financial world has descended on the Tetons. We’re here because the future of the global economy depends on it.
🔥 TOP THREE TAKEAWAYS
September Cut in Play: Powell said a 25bps cut next month is “highly likely.” Markets heard what they wanted — but don’t expect a flood of cheap money.
Bitcoin Breaks Higher: BTC spiked above $116K (+3% in 24 hours), shrugging off Powell’s caution and flexing as crypto proves its resilience.
Labor Market = Wild Card: Powell called jobs “a curious balance.” Unemployment is stable, but job creation is slowing — and that’s now the Fed’s obsession.
hello, future. it’s me, kev.
…and this is a special report dispatch from the digital frontier. Today I’m in Jackson Hole, Wyoming, where I saw a lot of moose (but no Tom Keene sightings…).
My name is Kevin Cirilli —> LinkedIn. Spotify. Sign-up to receive the future in your inbox here.
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—> 🎤 POWELL’S BALANCING ACT. The Fed chair opened the door to easing but kept it narrow. Tariffs remain inflationary, while jobs look wobbly. Powell stressed the Fed’s “data-dependent” stance — no promises of a cutting spree. The FedWatch tool now pegs odds of a September cut at 87.3%.
—> ₿ CRYPTO REACTS IN REAL TIME: Bitcoin trades at $116,269 with a market cap of $2.3T. Ethereum surged 12% this week to $4,749, and Solana gained nearly 7.5% today. Technical traders eye $118,500 as the breakout to $123K — and maybe $130K. The message: crypto is pricing Fed moves alongside Wall Street, not after.
—> 📊 MARKETS CHEER, BUT… Dow +900 points to a record high. S&P 500 +1.6%. Nasdaq +2%. Treasury yields slipped. From megacap tech to homebuilders, equities loved Powell’s dovish lean. But his warning on tariffs and structural shifts (immigration, taxes, regulation) means caution is baked in.
⏳ THE LABOR CURVE: Powell called the labor market “curious” — a slowdown in both supply and demand. July’s weak jobs report (+73K) and big downward revisions (-258K) spooked policymakers. The risk: rapid layoffs could appear suddenly. Powell is now weighting employment risks as heavily as inflation.
📜 TOP FIVE CRAZIEST JACKSON HOLE MOMENTS
2010 — Bernanke’s QE2 Tease: Set off a post-crisis risk rally.
2014 — Draghi’s Surprise: ECB stimulus hint shocked Europe.
2019 — Trump’s “Enemy” Tweet: Real-time attack on Powell mid-speech.
2020 — Pandemic Pivot: Powell unveiled “average inflation targeting.”
2022 — The “Pain” Speech: An 8-minute warning that erased trillions.
2025? Less fireworks — but Powell’s “curious balance” could be the line we remember.
🧭 BOTTOM LINE: Powell bought time. Markets rallied. Bitcoin flexed. But the Fed is walking a tightrope: inflation still sticky, jobs data fragile, and Trump’s pressure mounting. At Jackson Hole, restraint spoke louder than promises.
With gratitude,
Kev
ABOUT mtf.tv’s meet the future: mtf.tv’s meet the future is a cutting-edge platform focused on addressing key challenges at the intersection of national security, technology, and business. With a mission to embrace freedom to meet the future’s challenges and opportunities, mtf.tv offers forward-thinking media offerings and forums.
mtf.tv’s meet the future founder Kevin Cirilli.
