/biz/ - Business & Finance

>>51493484
This recession has been highly preloaded because of inflation, people are bidding down the market based on a future fed policy rate, it's why there is little actual fear so far, the actual effects aren't being felt.
Normally with this kind of yield curve the market would still be going up.

IMO once other companies follow FedEx, first slowly, then all at once, we will see the capitulation that signals a bottom, and then recovery will start.
On the one hand it will massively reduce the earnings and therefore price of companies, on the other it will signal the end of inflation pressure and the reversal of fed policy.
Some are predicting SPX around 3000.
Will have to play it by ear when we get there (of course loads of people will be screaming great depression 2.0 at that point).
IMO a 1970s/2000s secular bear is quite possible looking longer term.

>>51485919