This rate cutting cycle could look more like 1995, NDX finished +42%

DavidMarlin
02-27

Last week, Fed Vice Chair Jefferson said that this rate cutting cycle could look more like 1995 when the Fed eased on moderating inflation rather than growth concerns.

Despite the slow nature of that cutting cycle, the $NASDAQ(.IXIC)$ $NASDAQ 100(NDX)$ finished +42% in 1995.

ImageImage

Goldman’s Sentiment Indicator, which measures positioning across retail, institutional, and foreign investors versus the past 12M, is now into stretched territory.

ImageImage

https://twitter.com/Marlin_Capital/status/1762256469120917587

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

  • Top
  • Latest
  • RaymondReed
    ·02-27
    That's a stretch!
    Reply
    Report