the market expects rate cuts of .5% by eoy fyi. simply said they don’t believe the fed and think the fed does a lot of tough talking to anchor low inflation expectation. inflation will drop to 3% by July. that is already pretty certain. it could possibly underperform even more.
TraderBoy t1_jdk6d87 wrote
Reply to Can anyone provide an honest reason to be bullish right now? by [deleted]
the market expects rate cuts of .5% by eoy fyi. simply said they don’t believe the fed and think the fed does a lot of tough talking to anchor low inflation expectation. inflation will drop to 3% by July. that is already pretty certain. it could possibly underperform even more.