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    • Apr 12

Will Powell Bite the Bullet?


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7 comentários

David Yonan
14 de abr.

Excellent read

Curtir
James Wang
14 de abr.

Dear David

Thank for this great update

Questions are

  1. Will Powell bite the bullet next FOMC or members will talk market down before 5/2?

  2. Will this end current bull market officially or just a correction?

Cheers,


James

Curtir
davidwoo101
15 de abr.
Respondendo a

AI remains a great story but it is also a crowded story. I would add on sell-off

Curtir
jason
13 de abr.

Dave, great article. Does bite the bullet mean raise rates 1/4 point? Or just not lower rates at all this year?

Curtir
davidwoo101
13 de abr.
Respondendo a

Jason, Thanks. Too early to say right now. It depends on what happens with the geopolitical situation, any surprises that the RINOs/Democrats might try to pull ahead of the election, and the stock market. I will adjust my view accordingly but as of today I would like to see the market pricing out all cuts for 2024 as a starting point

Curtir

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