$Dow Jones(.DJI)$ If you are thinking of buying ahead of Trump's inauguration, think twice. If you believe Trump can magically revive the economy and drive Tesla and Bitcoin to the moon, think again. Sure, it's possible, but by how much? And how much of that potential is already priced in? The future is uncertain, and the markets are always ahead of the game. Merry Christmas and a Happy New Year 2025—make your decisions wisely!
Did the Fed just ruin Christmas? Absolutely not. Just as every trade has its counter, the contrarians have nailed it this time. While some may see the Federal Reserve's actions as a spoiler, others view them as a timely intervention. Markets thrive on differing opinions, and for every bullish sentiment, there's an equally strong bearish outlook. This dynamic equilibrium is what keeps the financial world spinning. So, rather than seeing it as sabotage, recognize it as part of the broader market dance.
$NASDAQ(.IXIC)$ The Federal Open Market Committee (FOMC) is widely expected to announce a 0.25% rate cut, although my view is that a reduction should be in the subsequent meeting. Looking ahead to 2025, the committee will be signaling that further cuts will be more cautious and less frequent. The message remains that while the economy is showing resilience, inflationary pressures continue to warrant close monitoring. From a market perspective, it's crucial to note that much (in fact All) of the potential rate cut is already priced in. As such, any deviation from expectations or hawkish commentary could result in a negative market reaction. However, I feel that the exuberance we're seeing in the markets is somewhat