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  • Wake me up when September ends

    From spectramarkets.com

    The macro landscape has looked fairly similar for the past few months. Softening inflation, weaker but still solid jobs market, 2% GDP growth, assets super buoyant (driven by megatech), housing prices solid, homebuilders ripping, China soft, etc. These things have all been mostly true all year. September FOMC is fully priced for a cut and that makes sense to me. The Fed is getting exactly what they wanted, and the soft landing has been delivered successfully. chart While the current pricing is of note, perhaps more notable is the lack of volatility. See how we were jumping around in one-cut increments there in ... (full story)

I texted this same line two years in a row taking a beating being long through what was a couple of painful periods in the markets.

I like to see phrases like this though: "The Fed is getting exactly what they wanted, and the soft landing has been delivered successfully."

If it is true, and is confirmed, I wonder how many naysayers will retract prior statements and say "you know what, the FED actually did a decent job through all of that "first time in history (or at least recent history) insanity". I will give them a virtual pat on the back, that's for sure!
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  • Posted: Jul 13, 2024 11:55am
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     Newsstand
    Category: Fundamental Analysis
    Comments: 1  /  Views: 3,296

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