Samlunch
04-25
$SPDR S&P 500 ETF Trust(SPY)$  

$iShares 20+ Year Treasury Bond ETF(TLT)$ $Invesco QQQ(QQQ)$  

Current market mentality:

1. Economic data weaker than expected: Sell stocks, we are heading into a recession

2. Economic data stronger than expected: Sell stocks, inflation is on the rise

3. Economic data as expected, Sell stocks, higher for longer is back

What is happening here?

Markets have gone from pricing-in 5 rate cuts to just 1 cut.

Soon, rate HIKES will be back in the discussion in a sudden turn of events.

This is what happens when you lower rates to 0% and print $4 trillion.

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Comments

  • 陈惟悦
    04-27
    陈惟悦
    [财迷] [财迷] [财迷]
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