Markets Weekly February 3, 2024
Вставка
- Опубліковано 2 лип 2024
- #federalreserve #marketsanalysis
More signs of re-acceleration
QRA Debrief
New York Community Bank's bad day
00:00 - Intro
1:14 - More signs of re-acceleration
6:55 - QRA Debrief
12:32 - New York Community Bank's bad day
For my latest thoughts:
www.fedguy.com
For macro courses:
www.centralbanking101.com
My best seller on monetary policy:
www.amazon.com/Central-Bankin... - Навчання та стиль
Once again, an insightful analysis. Beginners frequently question whether it's too late to enter the financial market, yet the market remains inherently unpredictable. Trading offers more benefits than merely holding, emphasizing the importance of learning before taking the plunge. Engaging in active trades is essential to ride the waves of the market.Thanks to Flora Elkin’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 532k. Kudos to the journey ahead!
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Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Flora's insights. It's akin to finding a diamond in a coal mine.
speaking of truflation it's now down to 1.35%. Thanks for the calm non-hyperbolic market analysis.
Joseph, your videos are simply world class. I would've loved to hear more about your current cautious posture within the context of your bullish stance for the year. I'm assuming its primarily based on recent price momentum. Perhaps you'll be writing about it this week? In any case, thank you very much. I am very grateful and appreciative for all you put out there.
How did you know that I was questioning all the issues you discussed today! Amazing, no drama, love it! Thank you
Thank you Joseph!
EVERYTHING IS GREAT except for half of the folks on my linkedin feed
Joseph - I would love to get your expert analysis on what the economy is really doing over what the "official" data says. Can you please do a separate video on that?
Thank you Joseph for the valuable update
Thank you Joseph. You're a great guy for posting these. So helpful for me.
thanks for another great video! They getting better and better!
Thanks, Joseph! Appreciate the perspective on the small banks and the Japanese bank. Very helpful.
Thank you, JW. God bless.
Thank you JW. Looking forward to seeing you again at George's Rebel Capitalist Live in a few months
Thanks Joseph
Thank you Joseph.
Thank you!
thank you!
Great 👍
In your time at the fed, do you think the fed is politicized? There is commentary over the political implications of rate cuts helping Biden and hurting Trump. Will that come into play?
Looks like Joseph doesn't really scrutinize data too heavily. Just accepts it at face value. Unfortunate.
have fun on the sidelines as the market continues to skyrocket
don't hate the player, hate the game
JW focuses his focus and returns to the basics and those that want to be spoon fed interpreted answers complain. That's sad.
That leaves them wide open to be manipulated by those they trust. It's much better to merely consider others interpretation to form ones own understanding and opinion.
Agreed. Don’t usually listen to JW b/c of that reason. What about lower participation rate? Lowest hours worked in 14years so yes your hourly pay went up but total compensation is down. Nonfarm uses formulas to “predict” what it will be. HH is more volatile but during changes in the economy gives you a better picture. GDI and GDP are diverging anytime this has happened GDP goes towards GDI not the other way around ie recession. How about 2 loans increased losses for New York bank by 9x over estimates. It’s a very weak economy under the surface
he doesn’t pay attention cause it doesn’t matter even though its fake. it can be revised 6mo from now but it wont care. It’s a manipulated game i know but u have to just play it. He address what everyone is seeing and that’s what the market is pricing in.
🙏
Joseph , what is your view on NFP numbers was from part time job increase ?
Joseph do you prefer to buy whole markets, sectors or you cut it down to few stocks ? I kinda do both, but prefer to be concentrated. Light bets are for boomers . Btw another great video, thanks
Thanks Joseph. I'm a doomer by nature but your sober analysis helps me not to get too carried away.
What do you think about the fact that most of the job reports last year were revised down later? Is that something to consider, or not important?
There are two things in the revisions - the overall level of people employed and the change in employment. These are estimates based on surveys and models. It looks like the revisions showed that the level of people employed was slightly lower, but the overall job growth was slightly larger than first estimated. I don't view these are meaningful changes.
Working from home is not as common place anymore as many employers require their workers to be in the office.
Didn’t average hours work decrease significantly this report? That would explain the increase in wage inflation. Seems like a pretty important point to not cover.
@@maciejs5763 I’m sorry I missed that the channel was called the Market Guy and not the Fed Guy. The Feds most certainly are looking at average hours worked and it most certainly will or at least should impact monetary policy. And surprise surprise monetary policy is what this market is currently living and breathing on. Might want to think for yourself a little and not simply regurgitate YT host comments.
@@maciejs5763 Listen dumbass, Joseph calls him the Fed Guy not the Market Guy. And you’re 1,000% wrong, the markets hang on knife’s edge regarding Fed monetary policy. Average hours worked will impact monetary policy in so far as it may be suggesting the latest read may not be indicating wage inflation. Stop parroting YT hosts and think a little.
Half office space? I think it's half multifamily (apartments) and only a small amount of office space
Half their office is in manhattan. Yes bulk of their CRE is multifamily.
gg youssef
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Thank you Joseph!