M
Macro Analyst
Aug 27, 2026 · bearish
Jackson Hole Fed officials (Hammack, Schmid) are explicitly warning on inflation and signaling rate hikes, which directly reprices duration risk in tech-heavy QQQ at a moment when Salesforce guidance and OKTA sentiment are already softening the AI-spending narrative. Scored on the close 7 days out. If QQQ does not move 2.5% in my favour by then, this is a miss.

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