>>21424093>>21424086>>21424113It is the same exact 1970s mistakes being repeated, cutting before inflation was defeated, prematurely loosening financial conditions
Commodity basket is up 7% since Fed cut
Look at prices in ISM / PMI, wage growth, GDP
https://tradingeconomics.com/united-states/ism-non-manufacturing-pricesWe are now going into reflation - it is why yields are rising, they expect higher inflation
Mortgage rates are already rising in response increasing housing inflation (huge weight in basket)
Landlords will continue to raise their rents to catch up / their rent raises lag
>>21424101I personally expect that we are going to have a weak October, then rally November, December, January
It won't be until February or March (maybe even later) that the inflation data continues to worsen bad enough that the market realizes the Fed will have to stop cutting and/or raise rates - this will spark the crash
Again, you are getting frustrated that someone writing in single lines so that they are easy to read, rather than a huge block text paragraph 'mucho texto'
