Don’t expect a soft landing. We know inflation still far from its 2% destination - the FOMC didn’t raise rates now, we can never fortell their moves these days
Hi Team, I have uploaded the videos as promised. It is almost 2hrs long divided into 4 parts. Now that we are in Q3 politics will still continue to play a major role for Q3 and Q4 in the markets especially with different policies depending on candidates. When it comes to interest rates, I briefly mentioned it in my video and to jump further into detail right now, i don't think the Fed will be cutting rates this year given the fact they are data dependent and haven't reached their 2% inflation target. That is still my base case without no revisions for the remainder of the year. The alternative case that I think the Fed should do is consider the possibility of raising rates because of the geopolitical realm we are supporting. 175 bil. in 2 years just on the Ukraine war alone! Year to year geopolitics are escalating and that is just going to lead the country into further damage. We need real leadership that can deescalate firmly right now yet capable of managing escalated risks abruptly or peacefully. Well that's all I can comment right now. Albert (Owner) of $mart Investing
![Gunna - HIM ALL ALONG [Official Visualizer]](http://i.ytimg.com/vi/HiCxoDeo0hc/mqdefault.jpg)
I had $250k waiting for rate hikes to end, but now I'm unsure as rates may keep rising and stocks falling. Confused and open to discussion
The stock market will go down further and goodluck on the fed pausing rate hikes w/ all the hawkishness that has failed to keep up with inflation.
If the unemployment rate is able to remain steady while the Fed hikes and inflation falls back to target, a soft landing might be on the table
Don’t expect a soft landing. We know inflation still far from its 2% destination - the FOMC didn’t raise rates now, we can never fortell their moves these days
Fixed income Tbills and bonds may work for you while you try to figure out the next entry point for stocks
"Kate" and "Katie", two "Katie's👸", wow🐈👏, greatsuff.
Nice episode, on point and informative. Bravo, keep up the good work 🏁
No need for rate cuts everything is doing fine gdp and jobs are super high
Hi Team,
I have uploaded the videos as promised. It is almost 2hrs long divided into 4 parts. Now that we are in Q3 politics will still continue to play a major role for Q3 and Q4 in the markets especially with different policies depending on candidates.
When it comes to interest rates, I briefly mentioned it in my video and to jump further into detail right now, i don't think the Fed will be cutting rates this year given the fact they are data dependent and haven't reached their 2% inflation target. That is still my base case without no revisions for the remainder of the year.
The alternative case that I think the Fed should do is consider the possibility of raising rates because of the geopolitical realm we are supporting. 175 bil. in 2 years just on the Ukraine war alone! Year to year geopolitics are escalating and that is just going to lead the country into further damage. We need real leadership that can deescalate firmly right now yet capable of managing escalated risks abruptly or peacefully. Well that's all I can comment right now.
Albert (Owner) of $mart Investing
They must be out of touch with reality.
Bullish commodities
ummm no.