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Gerrit OtteFollow

gezielt in die besten Unternehmen investieren

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Sven Henrich@NorthmanTrader·

5 Dez

No rate cuts until recession.
Stronger than expected economic data will keep the Fed pressing higher & higher which then makes a recession even deeper.
Stronger economy now will end up making it much weaker later.
#doomloopofirony

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Compounding Quality @QCompounding·

6 Dez

10 Market rules to remember:

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Sven Henrich@NorthmanTrader·

6 Dez

None of this is officially in their mandate but that's what it has devolved into and Wall Street and media have all become a giant Fed gaming operation. What will they do, what did they say, what did they mean.
It's all rather pathetic but it is the way of the world.

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Sven Henrich@NorthmanTrader·

6 Dez

And that red candle in 2018: they were non accommodative in their language for a mere 3 months and everything fell apart and in January '19 Powell went right back to accommodative in language with 3 rate cuts coming and "not QE".
Everything is noise. The Fed is the market.

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Sven Henrich@NorthmanTrader·

6 Dez

14 years of markets explained.

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