Last week’s NFP numbers reinforced the much better ADP Private Payrolls data which thus far seemed to spur market “disappointment” that the economy may not be as bad as was “hoped for”(?) to warrant the Fed to continue to cut rates aggressively. It would be interesting to see if the opposite reaction to the much (more…)
Trading Plans for FRI. 10/04/24 – Can Wall St Celebrate Main St Good News? This morning’s NFP numbers reinforce this week’s much better ADP Private Payrolls data which thus far seemed to spur market “disappointment” that the economy may not be as bad as was “hoped for”(?) to warrant the Fed to continue to cut (more…)
Trading Plans for WED. 10/02/24 – Main St Good News Wall St Bad News? This morning’s much better ADP Private Payrolls data seem to spur market “disappointment” that the economy may not be as bad as was “hoped for”(?) to warrant the Fed to continue to cut rates aggressively. Geopolitical tensions and Germany’s recent inflation (more…)
Trading Plans for MON. 9/30/24 – Quarter-end Window Dressing to Mask Global Economic Slowdown Concerns? The new-era of rate cut regime has not (yet) proved to put any new fire under the already steaming hot markets since the post-FOMC (despite testing new record highs). Germany’s inflation numbers could add fresh concerns to the concerns about (more…)
Trading Plans for THU. 9/26/24 – New Interest Rate Regime Begins…(Day 7) Last week’s FOMC rate decisions is going to mark a historic end to the most aggressive interest rate hiking regime in over two decades, and begins a new era of rate cuts for the Fed. The pace and the magnitudes are what the (more…)
Trading Plans for WED. 9/25/24 – New Interest Rate Regime Begins…(Day 6) Last week’s FOMC rate decisions is going to mark a historic end to the most aggressive interest rate hiking regime in over two decades, and begins a new era of rate cuts for the Fed. The pace and the magnitudes are what the (more…)
Trading Plans for TUE. 9/24/24 – New Interest Rate Regime Begins…(Day 5) Last week’s FOMC rate decisions is going to mark a historic end to the most aggressive interest rate hiking regime in over two decades, and begins a new era of rate cuts for the Fed. The pace and the magnitudes are what the (more…)
Trading Plans for MON. 9/23/24 – New Interest Rate Regime Begins…(Day 4) Last week’s FOMC rate decisions is going to mark a historic end to the most aggressive interest rate hiking regime in over two decades, and begins a new era of rate cuts for the Fed. The pace and the magnitudes are what the (more…)
Trading Plans for THU. 9/19/24 – New Interest Rate Regime Begins…(Day 2) Yesterday’s FOMC rate decisions is going to mark a historic end to the most aggressive interest rate hiking regime in over two decades, and begins a new era of rate cuts for the Fed. The pace and the magnitudes are what the pundits (more…)
Trading Plans for WED. 9/18/24 – New Interest Rate Regime Begins… Today’s FOMC rate decisions – regardless of whether it is going to be a 25 basis points raise or a 50 basis points – is going to mark a historic end to the most aggressive interest rate hiking regime in over two decades, and (more…)
