The Investment Thread

bclemms said

Looks like the stock market is finally understanding the Fed can't cut rates if they say they are going to cut rates and everyone starts running up the market and hiring in expectation of rate cuts.

That soft landing was super easy but the wheels never touched down. Still in a far better place than we were a year ago but slowing inflation that last 50% is going to be impossible while advertising rate cates.

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Yeah, I had been thinking about why markets act the way they do and you're hitting on something that I think contributes to why things don't go as expected. The markets are anticipating and trying to be the first to capitalize on information and data being disseminated and its creating scenarios where the reaction has the opposite effect on an announcement.

I do think the Fed needs to be a bit more guarded in how they announce what they expect to do so that you get a bit more oeganic changes in the markets rather than these artificial pump and eventual dumps in the markets.