Kekemon
09-14

Equities will be stable. Stock will be beaten. All ready for market crash. Hope it can down 10% with the rise in interest rate. Let's go.😊

Fed Hikes for First Time in Three Years — Why No Market Relief?
The Fed raised 25bp to 3.75%–4.00% at 2 a.m. Beijing Wednesday, its first hike since July 2023. The result was in line and stocks still could not rally: QQQ +0.03% to $704.72, SPY −0.44% to $754.05, S&P 500 −0.45% to 7,551.81, gold +1.10%. The weight was the dot plot — 16 of 19 officials want another hike this year — and Chair Warsh saying inflation is too high, too persistent, with no clear improvement in the summer data. Morgan Stanley, JPMorgan and Goldman are still constructive on earnings and growth. But the market priced one hike; the dots say two. Has the market accepted the second one?
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Comments

  • qwertd
    09-14
    qwertd
    Rates can pressure multiples, sure, but strong cash flow names get interesting when panic does the pricing. A 10% flush is not automatically bearish to me
  • Tracccy
    09-14
    Tracccy
    15-20% lower still sounds very live here. 70s-style sticky inflation setups usually break equities harder than people expect
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