Do you think these disinflationary pressures are good or bad for the stock market? On the one hand it can lead to the Fed to end the tightening cycle (thought that doesn't mean they cut rates right away). On the other hand, it seems like the disinflationary pressures are brought about by a weakening economy.
All else being equal, it's good for the stock market and indicates that we are getting closer to the end of the rate hike cycle. However, factors influencing the stock market are multivariate, so we need to consider the overall weight of the evidence and risk(s) associated with the rate hike cycle.
Well done on the 5,000 Caleb.
Thank you :)
Do you think these disinflationary pressures are good or bad for the stock market? On the one hand it can lead to the Fed to end the tightening cycle (thought that doesn't mean they cut rates right away). On the other hand, it seems like the disinflationary pressures are brought about by a weakening economy.
All else being equal, it's good for the stock market and indicates that we are getting closer to the end of the rate hike cycle. However, factors influencing the stock market are multivariate, so we need to consider the overall weight of the evidence and risk(s) associated with the rate hike cycle.
Thanks a lot
https://www.richmondfed.org/research/national_economy/macro_minute/2023/mm_04_04_23
This is an amazing resource, Neil. Thank you for sharing it!!!
It appears we should see a trend reversal in the upcoming data based on their model