Posted by DigiNomad on 11th of Aug 2022 at 03:44 pm
YouTube. He puts them out every Friday afternoon, typically
right after the market close. He's been leaning bullish...with lots
of caveats (appreciated). The caveat almost everyone seems to be
missing is finding a period with extraordinary inflation AND QT to
compare with.
Exactly - hard to use history as a guide this is NOT like the
last 10+ years of the FED blowing a bubble - they are trying to let
the air out of the balloon but just hope it doesn't slip out of
their fingers. With that said, we respect the trend which is
UP
Posted by DigiNomad on 11th of Aug 2022 at 04:01 pm
QT - call me a cynic, but I don't see the FED sticking to the
plan in terms of QT levels heading into the midterms. I'd give it
less than a 50% probability.. That backdrop is probably providing
some support for the market. Very few believe they are serious
enough to follow through on plan.
Newsletter
Subscribe to our email list for regular free market updates
as well as a chance to get coupons!
YouTube. He puts them out
I would love to see a new Ciovacco Historical Perspective ...
Posted by DigiNomad on 11th of Aug 2022 at 03:44 pm
YouTube. He puts them out every Friday afternoon, typically right after the market close. He's been leaning bullish...with lots of caveats (appreciated). The caveat almost everyone seems to be missing is finding a period with extraordinary inflation AND QT to compare with.
Exactly - hard to use
Posted by steve on 11th of Aug 2022 at 03:56 pm
Exactly - hard to use history as a guide this is NOT like the last 10+ years of the FED blowing a bubble - they are trying to let the air out of the balloon but just hope it doesn't slip out of their fingers. With that said, we respect the trend which is UP
QT - call me a
Posted by DigiNomad on 11th of Aug 2022 at 04:01 pm
QT - call me a cynic, but I don't see the FED sticking to the plan in terms of QT levels heading into the midterms. I'd give it less than a 50% probability.. That backdrop is probably providing some support for the market. Very few believe they are serious enough to follow through on plan.