Anybody Buying Yet? Where’s the Bottom?

[Gulf of America]

2013-2023 saw pretty good steady growth. We appear to have been leveling off of late.
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But I'm sure the economists on here will point out some nuances I'm missing.

I'm sure we'll get some Trump checks to help out shortly before the midterms.

 

[BigHornRam]

2013-2023 saw pretty good steady growth. We appear to have been leveling off of late.
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But I'm sure the economists on here will point out some nuances I'm missing.

Information for you to digest.

 

[SAJ-99]

Information for you to digest.

No one believes those numbers from Wednesday are right. Im not going full conspiracy or anything, but nothing lines up. It doesn't even line up with what the White House expectation. That is why the market sold off in the following hours...and today. It is hard to get an accurate picture of where we stand.

 

[BigHornRam]

No one believes those numbers from Wednesday are right. Im not going full conspiracy or anything, but nothing lines up. It doesn't even line up with what the White House expectation. That is why the market sold off in the following hours...and today. It is hard to get an accurate picture of where we stand.

Go full conspiracy. We can handle it!

 

[SAJ-99]

Go full conspiracy. We can handle it!

No you can't. Honestly I don't think this administration is competent enough to pull off a believable conspiracy. At least not until the new BLS director gets in the job for a few months and figures out where the bathroom is and such.

 

[BigHornRam]

Inflation is cooling and overpriced tech, financial, and real estate stocks got pummeled. Should have bought some Rivian. Conspiracy over.

Stock market today: Live updates https://share.google/1ppijcren7IEsYgEg

 

[Bonasababy]

Was the tariff decision already priced in do you think? Or we are due for a nice jump here?

In retirement I don't dabble in trading much but for once I might be able to take advantage if there's a jump, moved some money out of our bond mix to equities just settled yesterday.

 

[brymoore]

Feds think inflation is over 3% and pushing 3.1%. Rate increase is in the discussions too.

https://www.wsj.com/economy/central-banking/feds-preferred-gauge-shows-accelerating-december-inflation-trends-ef90ef58

 

[SAJ-99]

Was the tariff decision already priced in do you think? Or we are due for a nice jump here?

In retirement I don't dabble in trading much but for once I might be able to take advantage if there's a jump, moved some money out of our bond mix to equities just settled yesterday.

This gives the Fed more justification to lower rates, as any tariff impact on inflation goes away. But it also pressures our funding problems. IF it all holds, and that is a big IF, the curve should steepen - lower on short rates and higher on longer end. The lack of economic uncertainty would be a good thing for all, but uncertainty is kind of Trump's thing, so it will be an interesting week.

 

[rogerthat]

This gives the Fed more justification to lower rates, as any tariff impact on inflation goes away. But it also pressures our funding problems. IF it all holds, and that is a big IF, the curve should steepen - lower on short rates and higher on longer end. The lack of economic uncertainty would be a good thing for all, but uncertainty is kind of Trump's thing, so it will be an interesting week.

Don’t you think the admin expected this and will be putting the tariffs back on via other authority? I think they said as much. Thats my view and why I think this ruling doesnt change much.

 

[SAJ-99]

Don’t you think the admin expected this and will be putting the tariffs back on via other authority? I think they said as much. Thats my view and why I think this ruling doesnt change much.

Yes, but it is easier said than done. Some of the alternatives have a limited scope and duration and would require Congress to get involved. I know, God forbid, Congress has to do its job.

 

[rogerthat]

Yes, but it is easier said than done. Some of the alternatives have a limited scope and duration and would require Congress to get involved. I know, God forbid, Congress has to do its job.

Well the part about Congress is not a minor detail. If that’s the case those tariffs are off.

 

[SAJ-99]

Well the part about Congress is not a minor detail. If that’s the case those tariffs are off.

There are a lot of people in Washington DC that have R next to their name that don't like these tariffs. A LOT. I doubt they have the courage to speak out, it will be interesting to see the song and dance play out.