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Decent-Berry4681 t1_je8grtc wrote

Your 100% right and whats scary is the only way rate cuts will happen is due to a recession/economic slowdown. Therefore the market is pricing in a recession because they expect rate cuts….markets make great sense!

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recession_is_coming t1_je8m03v wrote

> Therefore the market is pricing in a recession because they expect rate cuts

And the markets are not going down because a recession is being priced in?

Have we finally achieved a bullish recession?

yayyyyy

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Wander21 t1_je9157z wrote

Better yet market will down significantly before recession so basically we are rallying for a crash yohooooooooo

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Malamonga1 t1_jebb3gl wrote

bond market's pricing in a recession. Stock market doesn't care until CEOs start saying recessions are coming in their earnings call. Bond market and stock market don't always agree.

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MekkiNoYusha t1_jecq67r wrote

What if the CEO keeps giving unreachable guidance every time. And pump the stock.

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Malamonga1 t1_jecs79y wrote

if they keep giving unreachable guidance and the company misses the guidance, they'll get fired eventually, unless if you're Elon Musk, then you can never get fired.

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relentlessoldman t1_je8n1lx wrote

How does the rip this year and futures equal pricing in a recession? 😑

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DerpyMcOptions t1_jefjqzs wrote

Big $ has ways to make markets pump in order to offload before the unwind begins.

Remember BLK is one of the biggest dealers in UST's, they're trying to sell T bills for cash so they can use their discount to buy the call options off of ppl they sell the T bills to.

BLK has a vested interest in yelling that rates should go higher until the fed has to capitulate on rate caused problems. At which time they're holding all those calls... BLK was shorting T bills through puts, don't think they won't also buy calls on them as well.

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too_old_to_be_clever t1_jeaozfh wrote

Tell the oil companies to price in a recssion and lower their prices to keep demand high.

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CheesecakeNo5404 t1_jec2x1p wrote

Demand for gas is pretty inelastic in the short term. Even in 2008 it took a while for gas prices to come down and people to start buying geo metros and other cars that got good gas mileage.

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