Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

The Exchange
20/08/2025 43 min
Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

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Episode Synopsis

Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a new CEO, but the same issues. Plus today’s AI spending may look like the Internet boom of the ‘90’s, but there’s a key difference this time around.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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