Investors See Interest-Rate Cuts Coming Soon,
Recession or Not
https://www.wsj.com/finance/investing/investors-see-interest-rate-cuts-coming-soon-recession-or-not-d30646c9
Recent data has fueled bets that cuts could come under a variety of circumstances
The stock market incorrectly priced in dovish Fed pivots 6 times in the last few years. Will this 7th time be any different?
https://markets.businessinsider.com/news/stocks/stock-market-outlook-fed-rate-cuts-inflation-recession-bond-yields-2023-11
Related:
https://www.morningstar.com/news/marketwatch/20231116351/seventh-time-a-charm-here-are-the-other-six-times-the-market-wrongly-thought-thered-be-a-dovish-pivot
https://www.wsj.com/finance/investing/investors-see-interest-rate-cuts-coming-soon-recession-or-not-d30646c9
Recent data has fueled bets that cuts could come under a variety of circumstances
The stock market incorrectly priced in dovish Fed pivots 6 times in the last few years. Will this 7th time be any different?
https://markets.businessinsider.com/news/stocks/stock-market-outlook-fed-rate-cuts-inflation-recession-bond-yields-2023-11
Related:
https://www.morningstar.com/news/marketwatch/20231116351/seventh-time-a-charm-here-are-the-other-six-times-the-market-wrongly-thought-thered-be-a-dovish-pivot
My take from August 2022:
Are investors right in expecting a dovish Fed pivot?
https://thehill.com/opinion/finance/3582559-are-investors-right-in-expecting-a-dovish-fed-pivot/
If investors are indeed misreading the Fed’s commitment to maintaining a tight policy for a prolonged period and are failing to adequately take into account future inflation risks, then recent stock and bond market rallies may well prove to be premature and even counterproductive.
Are investors right in expecting a dovish Fed pivot?
https://thehill.com/opinion/finance/3582559-are-investors-right-in-expecting-a-dovish-fed-pivot/
If investors are indeed misreading the Fed’s commitment to maintaining a tight policy for a prolonged period and are failing to adequately take into account future inflation risks, then recent stock and bond market rallies may well prove to be premature and even counterproductive.