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Datum Research specializes in the intersection between markets, information systems, and world affairs.
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PUBLICATION
SPOTLIGHT
21
August 2025
RECAP
COMMENTARY
Thursday, August 21
Today's key topics:
- Russia's maximalist demands including surrender of the Donbas make near-term peace accord unlikely.
- Flash PMI readings for August point to manufacturing resurgence, resilient employment, and higher prices.
- Chair Powell to address framework review in Jackson Hole speech likely to disappoint dovish expectations.
- JPMorgan, Goldman Sachs, and Morgan Stanley are wrong: a September Fed cut does not appear to be in the cards.
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