Reason for Market Bloodbath - yup the FED (Patreon)
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I jumped the gun a touch on TSLA - today... it is now lower.
It’s remarkable. The Fed has essentially received no new data for 45 days, yet now believes there’s a 50% chance they won’t cut rates in December—down from the 67% probability priced in just days ago. That kind of sudden shift is what’s rattling markets. Investors hate surprises, and the Fed’s messaging right now feels disjointed and inconsistent
Uncertainty in the U.S. economy has eased considerably.
The U.S. economy shows cautious optimism. NO 7 INDUSTRIES are in RECESSION
There’s still work ahead to bring inflation back to 2%. DUMB DREAM
The labor market has cooled somewhat - ya KIDDING ME?
Inflation excluding tariffs is declining, but only gradually.
It’s too early to say with confidence whether there will or won’t be a rate cut in December.
There is real value in waiting for more data before making rate decisions. THEY HAVE NO DATA AND DATA IS NOW BROKEN DUE TO GOVT SHUTDOWN
We still have work to do to get inflation to 2%. YOU KIDDING ME AGAIN
Jerome Powell has to go. He is killing everything.
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