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| If you ignore the noise and read the tea leaves, the Fed is quietly being forced to acknowledge the continued resilience of the U.S. economy despite it's efforts to cool it with rate hikes. Strength in bonds and equities... supports consumer sentiment and a tail wind to continued spending. Point being, The market was pricing in 6 rate cuts this year at one point, now 3... What happens when the market realizes it's 0...? Have enjoyed the bull run, now moving to defense.
Employment data out Friday. Look for an unemployment drop to 3.8....
Bunker is fully stocked! | |
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Who’s buying DJT?
