Short-term-bear case for fed rate cuts.
= 2000 & 2007, the dotcom crash and housing bubble crash respectively
Which is more applicable now?
Are we on the verge of a collapse, as in these 2 cases, or headed for more up, as in the other ~20 cases?
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
= 2000 & 2007, the dotcom crash and housing bubble crash respectively
Which is more applicable now?
Are we on the verge of a collapse, as in these 2 cases, or headed for more up, as in the other ~20 cases?
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
👀3
November odds showing a 6% chance of a massive 75+ bps decrease
Second even bigger money printing bubble on the way?
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
Second even bigger money printing bubble on the way?
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
👀3💯2
Another bear case:
Only counting 3 cuts in the last ~24 years.
…But all 3 of those involved major crashes during peak bull times — dotcom & housing crash, or a black swan — covid.
Neither of those looking applicable at all today?
Definitely not in hyper-bull times in any major market, probably no covid 2.0 shutting down the economy again any time soon.
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
Only counting 3 cuts in the last ~24 years.
…But all 3 of those involved major crashes during peak bull times — dotcom & housing crash, or a black swan — covid.
Neither of those looking applicable at all today?
Definitely not in hyper-bull times in any major market, probably no covid 2.0 shutting down the economy again any time soon.
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
👀7