/biz/ - Business & Finance

>>57397310
>>57397338
If you thought AI was an overhyped meme, I don't see why you wouldn't short AI in particular.

And if you thought semiconductors were going to do their cyclical bullshit, I don't see why you wouldn't short AEHR or ON.

>>57054617
>FUCK YOU SAVE
>It's up 2.5% on the day

??? I thought oil barons were all about drilling.

>>56533979
Nobody knows, but at least several months from now. The Federal Reserve won't cut until inflation chills the fuck out or employment shoots up in a recession.

The former is still clocking in at a 3-4% rate every month, which is way above the 1-2% target. You can watch the price of oil plus the Cleveland Fed forecast to see if/when it starts ticking down: https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting

The latter you can look at various unemployment numbers, jobless claims, hours worked. At a higher level you can look at GDP, which came in at 4.9% in Q3 but seems to be cratering to 1.2% this quarter (https://www.atlantafed.org/cqer/research/gdpnow.aspx#Tab4).). Several months of negative numbers there should get Jerome on the fast track to 0% rates again.

Lastly, you can click around the CME's neat Fedwatch tool to see what the market's pricing in. But the problem there is that a 10% chance of a 5% cut just averages out to a 0.5% cut in the charts. https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htm