In today’s Market 360, let’s discuss this week’s inflation reports. Then we will gauge what can be expected of the Federal Reserve and its rate cut decision at next week’s meeting. More
Articles
Stock Investors Can’t Ignore This “Alert” From the Bond Markets
Last Friday, the 10-Year Treasury yield rose above the 2-Year yield for the first time in over two years. This “dis-inversion” (or reversion) of the spread is an extremely bullish sign because it undoes the yield inversion we’ve seen since June 2022 – a typical warning of an upcoming recession. Friday’s “dis-inversion” means the recession alarm has now been lifted. More
Fed Rate Cut Could Unleash Stock Rally Just Days From Now
It's widely expected that the Fed will begin the first of many interest rate cuts at its September meeting, lighting a fire under stocks. More
Wall Street Throws a Tantrum…
The lowest CPI reading since 2021 … why didn’t Wall Street like it? … the historical data behind rate cuts … Luke Lango’s Great Tech Reversal event tonight The headline Consumer Price Index (CPI) figure came in cool this morning, giving us a win in the fight against inflation. Month-over-month CPI climbed 0.2%, in line… More
The One Thing That Could Unleash Stock Market Rally in Just a Few Days
This very specific, very powerful, and very rare economic dynamic has occurred just three times in the past 30 years. Every time it has, it strengthened the economy and sent stocks soaring higher – even if they were dropping beforehand. More
CPI Hints at Stock Surge: Capitalize Before Fed’s Next Move
We believe August's soft CPI helped to open a golden buying window between now and next Wednesday’s first rate cut. More
Is Carry Trade Chaos Done?
The yen carry trade is back in the news … what it is, why it developed, and why it’s unraveling … the stocks most affected … its impact on the “Great Tech Reversal” Why are stock prices falling when the Fed is set to lower interest rates to avert a recession and to stop the unemployment… More
