Gilly87
06-27 13:23
I think we're entering a more volatile market, but not necessarily a bearish one. With the Fed relying more on real-time data and offering less forward guidance, investors should expect larger market swings around economic reports. Rather than trying to time every move, I'm sticking to my long-term strategy. If oil prices continue to decline, inflation pressures could ease, reducing the need for further rate hikes and providing support for growth stocks. Regarding SpaceX, I see the recent pullback as a normal correction after a strong IPO rather than the end of the story. Valuations needed to cool, and for long-term investors, periods of uncertainty often create the best opportunities to accumulate quality companies at better prices.
$SpaceX(SPCX)$
Fed Chair Warsh’s Debut: What Happens When Fed’s “Script” Changes?
New Fed Chair Kevin Warsh made his first FOMC appearance this week, and his hawkish tone immediately poured cold water on markets, triggering a sharp repricing across global assets. The policy rate itself did not change. The Fed kept rates unchanged at 3.5%–3.75% for the fourth consecutive meeting, with a unanimous 12-0 vote. Has trading become harder in the second half of the year? Was this just a false alarm, or the beginning of a more volatile regime? Do you think rate-hike expectations will be reversed if oil prices continue to fall?
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