What to expect from the first rate cut in 2024

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  • Опубликовано: 18 янв 2025

Комментарии • 23

  • @wideback4553
    @wideback4553 4 месяца назад +4

    Awesome again. Great work

    • @Freedomthirtyfiveblog
      @Freedomthirtyfiveblog  4 месяца назад +1

      Thank you. 😀 It's looking more and more likely we'll get a 0.50% cut.
      This would mimic the start of the 2001 and 2007 easing cycles.
      In both cases the stock market rallied for a few weeks after the cut. Then fell and gave back all the gains plus more.
      Let's see if that happens again this time.

  • @kaizen_oiii1456
    @kaizen_oiii1456 4 месяца назад +1

    great content!

  • @macks2756
    @macks2756 4 месяца назад +1

    These videos rock liquid! You've got me actively working towards freedom too. Based on my timeline, it will be more like Freedom 40 for me. I appreciate your stuff - please keep it up.

    • @Freedomthirtyfiveblog
      @Freedomthirtyfiveblog  3 месяца назад

      That's excellent, dude. And 40 is still super early compared to most people. Good luck!

  • @GameFlife
    @GameFlife 4 месяца назад +2

    ur data analysis is interesting

  • @wideback4553
    @wideback4553 4 месяца назад +1

    Good call. They did .50%

  • @sanoj-mil
    @sanoj-mil 4 месяца назад +1

    Always appreciate your videos! Could you please do some more TLT analysis? Now that Fed rate cuts are coming, it'd be getting relevant and intriguing more and more! :D

    • @Freedomthirtyfiveblog
      @Freedomthirtyfiveblog  4 месяца назад +1

      Thanks! Are you more interested in the analysis from a fundamental or technical perspective?

    • @sanoj-mil
      @sanoj-mil 4 месяца назад

      @@Freedomthirtyfiveblog I'd say technical because 1) fundamental analysis, at this point, will leave me undecided and 2) the quality of your technical analysis is more than scarce on traditional media. Thank you in advance!

  • @brettmclennan4363
    @brettmclennan4363 4 месяца назад +2

    In closing: it might go up, it might go down, or it might go sideways. :)

  • @김찬우-r4u
    @김찬우-r4u 4 месяца назад +2

    How do you think treasury bonds would react to the 0.25% or 0.5% rate cut? I'm wondering as a TLT investor

    • @Freedomthirtyfiveblog
      @Freedomthirtyfiveblog  3 месяца назад

      It looks like we got a 0.50% cut. The fix income market was already largely anticipating this decision so there wasn't much of a reaction. What's more important going forward is to watch the new employment and inflation numbers. If the job market and inflation is weaker than expected then long term bonds should perform well. I would also look at shorter term bond funds such as IEF, as the yields tend to fall faster than long term bonds when the economy is in trouble.

  • @Gabber44906
    @Gabber44906 4 месяца назад +1

    Got 50. TLT?

  • @ssharma1834
    @ssharma1834 4 месяца назад +1

    But we dont have the housing bubble of 2007 or valuations of 2001. Why crash now?

    • @Freedomthirtyfiveblog
      @Freedomthirtyfiveblog  4 месяца назад +3

      One thing that could trigger a crash is the large amount of debt out there. Both household and government debt are at higher levels than in 2001 and 2007. This combined with weakening labor statistics can send the financial markets into a panic. Let's keep an eye on the unemployment rate. :)

  • @wideback4553
    @wideback4553 4 месяца назад +1

    So she gonna go up stocks then

    • @Freedomthirtyfiveblog
      @Freedomthirtyfiveblog  3 месяца назад +1

      Yes, so far the market seems to be following its historic pattern of trending upwards for the first few weeks after a first rate cut of 0.50%. Whether or not we'll see a big correction in the months to follow is still unknown, but that's likely what will happen.