So right now you have a lot of smart money talking about getting into bonds or getting into precious metals.
Recently you've seen that move play out, but here's the obvious risk. If indeed the fed plans to take us to that 5-5.25% area, then you will see bonds sell off again as well as precious metals.
Now some folks speculate that if inflation gets hot, they may hike even higher and I would argue to say that it ma...

Going to keep my post short. Credit spreads. That's it. Investment grade credit spreads are the tightest since April 2022 and they made a leap tighter Friday. "High yield" credit spreads are also in the vicinity of where they were last April. Those are big moves from where they were in June.
S&P closed above the 50 week which has meant a sizeable pump every time since 1990 save one in early '02. 50 week will be somewhere around 401-401.25 next week so that's a key...

Seems that all earnings came out really decent(opposite what bears have been hinting),even Tesla beat expectations and tech stock saw 50-60% correction and were basically oversold, unemployement is low, GDP Q4 growth 3-4%,war is Ukraine is has been localized on only 2 regions,oil/gas price has normalized, inflation going down fast, housing cooling which is basically what FED wanted to see.
25bps increases are already priced in f...

The Federal Reserve has the one big gun – the loading of interest rates. For close to a year the Fed has attacked inflation without flinching, lifting rates from near zero to 4.25-4.5%.
The sheer brutality of the front-loading hasn’t been seen since the 1980s. Inflation once thought fleeting is now entrenched across every US supply chain and consumer spending sector.
On Thursday crucial December CPI data lands. Come the late January F...

Jamie Dimon expects the Federal Reserve will raise interest rates higher than most officials and Wall Street strategists have forecast as the U.S. central bank continues its fight against persistent inflation.
The chief executive officer of JPMorgan (JPM), the largest consumer bank in the U.S. by assets, said Tuesday in an interview with Fox Business Network that the Fed’s terminal rate may hit 6%, a level notably above the 5% many h...