Saturday, January 27, 2024
Friday, January 26, 2024
Thursday, January 25, 2024
with solid GDP feds are definitely not thinking of any cuts ...
so Mar is out ... do you see the irony here that .. people predict things and i refute them ...
& we run in the same cycle ...!
Tuesday, January 23, 2024
Feds are not going to cut rates in March ...
lot of disappointments in economist community who have started counted as 6 cuts this year ..!
Friday, January 19, 2024
Friday, January 12, 2024
tale of two worlds ...
Chinese economy is facing disinflation while US is still seeing rise in prices.
Thursday, January 11, 2024
CPI came stronger than expected...
funny that smarties have already counted for 4 to 6 cuts this year.
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10Y dropped under 5p ..
As French 10Y go higher than US ..! Both are right indicating slower growth from here; addionally, Crude near 100 is not helping ..!
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because inflation is a monetary phenomenon .. it rises in proportion to the money supply (mostly reckless spending by congress) or a reducti...
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as Fed have been raising Federal rates (short-term) this year, market has been dropping long-term rates since Jun 15th anticipating downturn...
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And GooG issues new stock to generate $80B to invest in AI buildup .. now that's smart .. but who's?
