Market Sanity Returns: Focus on Facts in Week Ahead

As the market tries to make sense of the current chaotic environment, investors are advised to focus on facts and data rather than wild distortions. The upcoming week promises to be eventful with several key releases that could impact market sentiment.

The Fed's Kevin Warsh is set to deliver a speech at Jackson Hole, which may address the bond market sell-off, stubbornly-high inflation, and de-dollarisation. However, any remarks on these topics will need approval from his boss, Donald Trump.

On the economic front, the US jobs report will be released, showing whether the unemployment rate is 4.1% or not. This could influence the Fed's focus on controlling inflation rather than achieving full employment.

The Reserve Bank of New Zealand and Bank Negara Malaysia will also announce their latest interest-rate decisions, which may have implications for markets in these regions.