Jerome Powell's address today has been seen by many as being market-neutral, with some commentators even calling it slightly dovish, given the absence of a clear commitment to future rate hikes. However, I interpret a potential market risk in Powell's consistent aim to maintain elevated borrowing costs until inflation returns to the Fed's 2% benchmark.
My concern is that the economy, along with the markets, might not endure these high interest rates for long enough to see inflation settle at 2%—at least not without experiencing a serious downturn. I'm worried that history will repeat itself, with Fed officials once again ruminating over inflation and its risks until the markets falter. Subsequently, they'll shift gears, pushing inflation concerns aside and making hasty rate cuts.
For TMF, this trajectory could actually prove beneficial.
[link] [comments] https://www.reddit.com/r/stocks/comments/161a4xs/when_silence_speaks_the_market_implications_of/
Accedi per aggiungere un commento
Altri post in questo gruppo
Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.
Why quarterly? Public comp
When you sell a stock to buy another stock, do you prefer to set the estimated amount of the capital gains taxes aside in a money market or do you think it better to
Saving for retirement is crucial, but relying solely on a 401(k) might not be enough due to high inflation. Consider investing in growth stocks, especially in the tec
I’m think this is not a good investment as there is no chatter at all on the 52 week low. They are involved in a class action lawsuits by investors and credit card co
Sorry if this is the wrong sub. Let’s say I had $1 million in VOO but I wanted to sell half of it to buy SCHD. It would suck to pay taxes on $500k. So how would you g
Hey guys, I did a deep dive into Crocs. In this analysis, I will do a brief breakdown of the company and go over some quantitative data, qualitative data and estimate
