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Bandidoblue 15/12/24 18:57
Ha respondido al tema La actualidad de los mercados
Since March 2020, 20yr treasury yield up from 0.84% to 4.55%. Bad for stocks, right? S&P 500 up 170% during same time. Lesson: DO NOT focus on one factor (rates, inflation, breadth, economy, etc.). Many factors influence the market. 5:33 PM · Dec 15, 2024
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Bandidoblue 15/12/24 18:50
Ha respondido al tema La actualidad de los mercados
Fed Funds Rate: Market Expectations...-Dec 2024: 25 bps cut to 4.25-4.50%-Jan 2025: Hold-Mar 2025: 25 bps cut to 4.00-4.25%-May 2025: Hold-Jun 2025: Hold-July 2025: Hold-Sep 2025: 25 bps cut to 3.75-4.00%-Oct 2025: Hold-Dec 2025: HoldVideo: https://youtube.com/watch?v=MC5AeizFMaE&t=468s…5:49 PM · Dec 15, 2024
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Bandidoblue 15/12/24 12:14
Ha respondido al tema La actualidad de los mercados
The ECB Steps Away from Bond Market Entirely, Speeds Up Bond QT even as it Cut Rates.It already reduced its balance sheet by €2.48 trillion and completed its loan QT to near-zerohttps://wolfstreet.com/2024/12/13/the-ecb-steps-away-from-bond-market-entirely-speeds-up-bond-qt-even-as-it-cut-rates/…10:45 PM · Dec 13, 2024
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Bandidoblue 15/12/24 11:59
Ha respondido al tema La actualidad de los mercados
US Stocks are now trading at over 22x forward earnings versus 14x for International stocks, the widest valuation gap in history.Video: https://youtube.com/watch?v=MC5AeizFMaE&t=2322s…7:08 PM · Dec 14, 2024
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Bandidoblue 15/12/24 11:22
Ha respondido al tema La actualidad de los mercados
Global Central Bank Update:-Denmark cut rates for the 4th this year, 25 bps move to 2.60%.https://bilello.blog/newsletter9:38 PM · Dec 14, 2024
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Bandidoblue 15/12/24 11:19
Ha respondido al tema La actualidad de los mercados
Small Cap Stocks $IWM are underperforming the Nasdaq 100 $QQQ at a level not seen since the peak of the Dot Com Bubble 3:18 AM · Dec 14, 2024
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