$Microsoft(MSFT)$ Bad news is now bad news. Soft landing is out the window. The market went on a buying spree last November when everyone was pricing in 7 rate cuts. Now, the Fed is afraid to cut and are behind the curve, creating massive uncertainty. Bond markets are telling us the Fed needs to get their act together. So now I’m wondering if the market wants to sell us back down to where we were in November. Maybe not, but May prices could be in play.
Stay with MSFT, it will always be a safety trade no matter what the markets are doing.
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