9:25 on 8/25/25 – Soft Pivot

Charts and Links

Full Thoughts on Jackson Hole

Buy, Sell, Hold


T5D Performance

S&P 5000.36%
Equal Weight S&P 500 (RSP)1.98%
NASDAQ-0.44%
DOW1.66%
Russell 20003.22%

Talk of the Tape

Powell gave a dim green light for a September cut in a speech that echoed last year’s “recalibration” address more than the 2022 “pain” keynote. This soft pivot language wasn’t on the market’s bingo card, catalyzing a nice week for stocks where the broadening trade outperformed.

Week Ahead

Monday

  • n/a

Tuesday

  • n/a

Wednesday

  • Nvidia (NVDA)

Thursday

  • Q2 GDP 1st Revision

Friday

  • PCE

Apologies. My transcription application failed. Therefore, no transcript for this episode.


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