SlateStone’s Chief Market Strategist, Kenny Polcari, joined The Claman Countdown to weigh in on what matters most for investors this week.
He pointed to Fed Chair Jay Powell’s upcoming Jackson Hole remarks as the key driver, not tariffs or headlines. Kenny expects no dramatic shift in tone—likely two modest rate cuts this year, not the larger cuts some had anticipated.
He also highlighted earnings from major retailers as a window into inflation pressures, as investors watch to see whether price hikes are being passed on to consumers.
Watch the full segment here.