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"A Fed pivot is bullish for stocks"

00:01 - 23/02/24

 

 

 

U.S. Corporations now hold $4.4 Trillion in Cash, an all-time high

 

 

 

 

Goldman's EQMOVE implies a 31% chance of a 5% up-move and 22% chance of a 5% down-move.

 

 

 

Τhe Fed now has not one, not two, but three bubbles on its hands, and it is about to start cutting rates.

 

 

 

“The U.S. is expected to pay an additional $1.1 trillion in interest over the coming decade, according to the Congressional Budget Office. Interest costs are on pace to surpass defense this year as one of the largest government expenses in the budget. Only Social…

 

 

 

 

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