Quote:
Originally Posted by Sooner or later
Using rates has been happening for forever. It is nothing new. Bonds are signalling the risk of recession. Stock buyers aren't so sure but they still expect decent earnings over the next 6 months.
Lower rates does not mean we are printing more money or increasing debt.
I can see a recession this year with a rate cut later in the year.
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What happened to Equities when the FED announced Oe3 in Sept 2012....Equities went up up up...
What happened to Equities when the FED changed policy to a Neutral stance and were reducing liquidity by reducing their balance sheet in 2018. Equities cracked and by years end were collapsing...in the face of that great Trump economy..which should not have happened if the economy was so good an rock solid.
Which makes that Trump economy nothing but bloviation.
When the FED changed back to monetary activism..why everything became swell again with Equities...hitting new highs.