Will the first cut be the deepest?
Only history will ultimately tell us if this first rate cut of the Federal Reserve of 50 basis points, when the consensus of economists was tipping only a 25-basis point cut, will prove to be the deepest.
Is the data drop telling us we’re out of the woods?
Wall Street is defying history with September being notorious for sell-offs, but the overall vibe of the data drops seems to be saying inflation is falling...
Headline: The rally looks done, but it rides again but when?
A recession spooked Wall Street did not get the news it needed with the jobs report apparently coming in worse than expected
The rally rolls on
At the beginning of August, recession fears spooked Wall Street and took the Nasdaq down over 7% sending global markets lower as well.
A sell-off is likely but it will be a buying opportunity
When Fed boss Jerome Powell took the stage at the central bank conference at Jackson Hole, Wyoming overnight, he didn’t let stock players down.
It’s looking safer to believe in stocks
Last week there was blood in the streets in the ‘town’ of New York as recession fears hit Wall Street, the Nasdaq in Times Square and stock markets of the world
More sell offs likely, but I like what I see
The greatest lesson and insight from this week’s brutal market sell off (and then the rebound that produced the best day since November 2022 for the S&P 500) was the prevailing market belief that there’s another leg up for stocks.
Recession fears coincide with worst months of the year plus a US election
With US recession fears now on the rise, it’s timely to say, ‘be careful of what you wish for’! Economists and market influencers have been wanting an economic slowdown in the US to see rate cuts happen to give another leg up for stocks, but have they wished too hard?
The rotation out of tech slows down on good news
After a worrying week for stocks with a rotation out of big tech stocks that has sent stock prices earthward.