Ho! Ho! Ho! Santa brought a bond rally
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- Опубліковано 7 гру 2023
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The stock market’s Santa Claus rally has been turbocharged by a rallying bond market, subsiding inflation, lower oil and gasoline prices-in turn fueling consumers’ purchasing power-diminished fear of the Fed, and China’s economic weakness, which lowers the prices Americans pay for goods imported from there. … Jamie Dimon is right to warn that geopolitical dangers are great, but we don’t ascribe to his view that inflation remains troublesome, the Fed might tighten more, and the consumer’s strength likely isn’t sustainable. We think the economic evidence suggest otherwise on each score. … More good news: The sticky services inflation rates that have concerned the Fed are coming unstuck.
Nice to hear your thoughts.
Thanks Ed for the video.
Love your stuff Ed, roaring 20's, got to love it! Say you mentioned that your family enjoys St Martin, do have any recommendations on places to stay you are willing to share?
Google have now released Gemini, their ChatGPt equivalent.
This was filmed before Fri!
Yea
December 4 was before Friday!
What about the insand -0.01 predicted by Cleveland Inflation Newcasting? How believable it is? The market's are gonna rip?
So, is figure 9 showing that earned income has doubled since 2010? 6 to 12 trillion? Or am I reading it wrong?
I’ll keep my Gold and Bitcoin and NVDA and AMZN …retail stocks will plunge further into oblivion due to massive uncontrollable shoplifting shrinkage inventory without apprehension means bankruptcy unable to pay unsecured corporate debt
dont forget UPS and FDX, its not even going to be safe to go to many of these retail locations shortly.
@@darrenhere5856 yes about home delivery will mitigate revenues deceleration ..everything will be delivered to your home and people can’t step foot on your property to steal your delivery
@@gyrate98 I don’t divulge my net worth to anyone ….ascertain the data meticulously scrutinized then methodically look at technical charts …
Give you a hint …stocks that go up is based on uninterrupted accelerating revenues what is the opposite why stocks plunge and go broke ?
Go research ..get off your ass…