What if today is a green day? Some wild thesis: Powell does not sound very hawkish during his speech on Wed. He basically repeated what he said in the past: data dependent, proceed carefully, 1 more rate hike, higher for longer etc. Then, the market sold off, where it “should have” rallied, because there was no surprise from Powell per se. On Thurs, some may think that the market should bounce (which happened previously during post FOMC). Yet the market sold off again. Okay, that is when...
For the latest war, the market reversed within half a day. But that said, it was only Monday, let’s see how the market continue to react today.
In my view, potential market moving catalysts are the CPI and the earnings season that is starting..
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Move with the market, not with the news.
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Some wild thesis:
Powell does not sound very hawkish during his speech on Wed. He basically repeated what he said in the past: data dependent, proceed carefully, 1 more rate hike, higher for longer etc.
Then, the market sold off, where it “should have” rallied, because there was no surprise from Powell per se.
On Thurs, some may think that the market should bounce (which happened previously during post FOMC). Yet the market sold off again.
Okay, that is when...
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