/biz/ - Business & Finance

US YIELDS RIPPING holy crap we are about to reach 5%. Well, I ain't buying unless we get to 5,5% or higher. I honestly don't think that this will heem stocks that much (max 5% downside) but that's just me. The FED will keep injecting liquidity so who cares?

A bit of a conundrum in the EU. Earnings season has begun and so far I am seeing incredible absolutely BRUTAL gains in terms of profit. FUckin price gouging seeing as PPI has fallen off a cliff while consumer inflation is high as ever. Hate these companies but whatever. Regional banks have brutally crushed all expectations (which is to be expected since this is the EU). At the same time, a lot of the companies have flagged for a slower growth from now on... which of course makes sense seeing as we are reaching a stagnating inflation and the lagging effects of the rates are starting to have an effect on the consumer (though not really all that much and companies have small-rate debt maturing in a long time so they don't give a shit).
That is why for example Volvo, despite brutally crushing expectations, only pumped 1%.
At the same time, the P/E has never been lower and just keeps dropping for EU large caps. I honestly think a lot of these companies are a buy (regional banks giving me good gains and huge divvies for example) seeing how undervalued they are.
Some large caps are approaching their 4 year MA200 which is quite undervalued.
Except for fuckin Novo Nordisk which just keeps rallying. Fuckin hate that company but I do have an interview at them tomorrow so...
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So when is the FED gonna intervene? According to anons here, the FED is injecting massive amounts of liquidity to keep yields at bay... but that only seems to slow it down. Nobody wants those trash yields. Give me 6% at least and I might consider it

So is this shit confirmed? FED and other central banks continuing to inject massive liquidity into the markets? I mean, it makes sense to me but why aren't they being transparent about it and why isn't anyone talking about this? A bit iffy if you ask me