22 December 2024

Howe Street Reporter Title

Tag: SPY

  • The Fed raises rates by 75 basis points for the second consecutive time. What does this mean for stock markets?

    The Fed raises rates by 75 basis points for the second consecutive time. What does this mean for stock markets?

    In one word: bullish. The stock markets are loving the hawkish Fed. The Federal Reserve has raised interest rates by 75 basis points for the second consecutive time. The stock markets largely had this rate hike priced in. Fed futures had a near 100% probability of a 75 basis point hike and the Fed tends…

  • Have US stock markets established their bear market lows?

    Have US stock markets established their bear market lows?

    Have US stock markets bottomed? From a technical analysis perspective: yes, there is a very good chance they have. From a fundamental perspective: it gets complicated. If we consider fundamentals, there is a lot which can weigh in on markets. Some things to consider are: Earnings, China, Russia, Inflation, Interest Rates, Supply Chain Issues, European…

  • Stock markets are scary, but this market truly is frightening!

    Stock markets are scary, but this market truly is frightening!

    Stock markets are looking scary, but the debt markets are truly worrying. Before we get to the instability in debt, and what that means, let’s breakdown what is affecting markets. Not a surprise that inflation numbers came out higher than expected. Peak inflation narrative is quickly becoming the new transitory inflation. You will hear this…

  • Tuesday Recap: No Deadline for Tariff Man

    Tuesday Recap: No Deadline for Tariff Man

    “No Deadline” for Tariff Man Stocks dropped and bonds rallied in global markets shortly after President Trump fired his tariff weapon to France and Latin American Countries yesterday, and announced today that there is “no deadline” for reaching a trade deal with China. He added that he liked “the idea of waiting until after the…