Jackson Hole 2025: Powell’s Debut, Long Yields, and AI Capital Demand

TREE NEWS reports: At this year’s Jackson Hole symposium, Fed Chair Kevin Warsh will deliver his first major policy speech amid rising long-term Treasury yields and persistent inflation. Markets will focus on his inflation tolerance and stance on long-end rates, especially as the Treasury expands long-duration buybacks and AI giants like Alphabet, Amazon, and Meta issue record debt, making capital competition a key theme for equity valuations.