There will be cuts since CPI is on track to be under 3% (YoY) by the end of the summer. Just gotta do the math, especially regarding shelter which is the only thing propping up "government inflation".
OT: Stock and Investment Thread
- Thread starter RU05
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Definitely not automobiles. Remember, high prices and inflation are two different things.
I think the markets sold off because that moron Yellen opened her mouth.
As for Powell, I doubt he knows what he will do going forward. I think it will all be data dependent going forward and decisions will be made meeting to meeting.
I had no idea she was even testifying until I saw her comments. Go watch the video. She is painfully stupid.
I thought I deleted that. I'm not a finance guy so I mostly read in this thread.
@T2Kplus20 pivot happened today. Except it’s not the pivot you are looking for.
Go COIN Go! Time the force the SEC to court and clean up this mess. The market needs clarity.
You can not expect the market to go higher and get a rate cut at the same time. It's not happening. Now, if the bottom falls off, maybe then, you'll get your rate cut before the end of the year.
Thankfully, I sold 80% of my shares last year so this latest hit won’t hurt much. What a POS. If true, I hope Dorsey & Co. end up in orange jumpsuits.
you probably won't see it because the decrease in Oil price will most likely be offset by the higher gas prices we normally see climb from now thru June as travel increases (or so they say ) every year. Maybe this year they at least remain stable. (ha)
I never touched these fintech companies because of my conservative nature. I've said V/MA are my faves and PYPL a distant 3rd behind them.
Equal chance this is just a short seller trying to crash the stock with unfounded rumors to make money. Happens all the time.
lol, oh bro... how many times you gonna do this....
.25 march, .25 may .25 June
a couple runs on shitbancs changes little...
not backstopping over 250k and midsize banks having issues is the best thing for the economy right now.
Credit tightened by regionals is going to bring down GDP/supply demand. The Fed probably considers this a win win.
The little white haired monkey is speaking again and there goes the market. Can somebody please get her to STFU?!
She has to come out and say we MAY have to do the same thing depending on what happens in the future. WTF.. you need to come out and say that?
She has to come out and say we MAY have to do the same thing depending on what happens in the future. WTF.. you need to come out and say that?
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anon_0k9zlfz6lz9oy
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10 year treasury has had a tough time breaking through 3.42. If it closes below that today, could there be room to fall further? @RUTGERS95
Fine with me. Another 0.25% is meaningless. Just face saving for Powell.
Current rate is 4.75/5%. Seeing many terminal rate projections of 5.75/6%. And then staying there for a long while. With that, one more hike (of 25 bps?) and then a long pause seems unlikely.
If there's significant more bank runs/failures - that will have the same impact in restricting credit that 50bps would. So, sure - there could be a pause (if that happens).
But, clearly the Fed has separated oversight from monetary policy. If anything, the Liquidity window is further-inflationary.
there's no end to bps-up in sight....
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Another full point? I sure hope not. They can take a break right now then decide if another point is required. Unless of course you're married to a position as they seem to be.. regardless.
They're like the people at a tailgate who just want to get drunk and don't want to even think about a bottle of water on the journey.
raise rates another 50bps and raise the reserve requirements. Kill lending and you kill inflation
Who do you think finances the REITs?Interesting to see this chart re commercial real estate. Banks are getting all the attention but these REITs are getting crushed. Vornado chart looks like credit suisse.
I know. Bringing it up because its not being talked about much on this thread.
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anon_0k9zlfz6lz9oy
Guest
Where the hell are you seeing this? The fed themselves isnt even projecting that
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anon_0k9zlfz6lz9oy
Guest
Unfathomable to me how they have so much exposure in office. Office has been dying for decadesInteresting to see this chart re commercial real estate. Banks are getting all the attention but these REITs are getting crushed. Vornado chart looks like credit suisse.
Inflation is gone already. No need to kill something already dead.