PCT: Fed Is Neutral v1.0 :
PCT = Pandas Coffee Talk.
Because Fed wants to sell bonds to raise USD. So want to keep interest rates as long as possible to increase demands of bonds. So Fed Put = cut rates. Is no where in sight.
But stocks remain expensive with her high PE. So best is wait for Trump brinkmanship in tariffs to bring markets down first.
#pandaszen #pandas #zen #hacks #ideas #analysis
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