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/biz/ - Business & Finance

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50977773 No.50977773 [Reply] [Original]

The markets are pricing in a tapering of rate hikes (increase but at slowing) and then actual rate cuts by April 2023. This all looks very Dovish.

Do people really believe inflation has peaked which allows the Fed to pivot, or do people think the Fed just wont ever take inflation seriously?

>> No.50977802

Yes because real estate and stocks will crash at some point which will create deflation and rate cuts.

>> No.50977810
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50977810

>Do people really believe inflation has peaked which allows the Fed to pivot
yes
>do people think the Fed just wont ever take inflation seriously?
no

>> No.50977822

>>50977773
The libshits will change the definition of inflation and change the calculation method. They did it with covid, the vaccine, and the recession, they will do it with this too. The fed will cut rates while average American families are struggling.

>> No.50977831

>The markets are pricing in a tapering of rate hikes

The markets are going to be in for a surprise

>> No.50977847

I think the Fed has accepted that they cannot squeeze blood from a stone and they would rather not cause the biggest global systemic debt default crisis in human history

>> No.50977897

>>50977831
inflation is still above 8.5% and theyre expecting 0.25-0.5% hike next month
either inflation is expected to dump hard by then, or the fed has lost all credibility in handling inflation

>> No.50978037

>>50977897
what do people really expect from the fed? to squeeze the federal government's $30.6 trillion short position on the USD? the expectations around inflation and what can be done about it are ludicrous. the dollar is dinosaur tech

>> No.50978063

>>50977897
powell said inflation wasn't a big deal
powell said inflation was transitory
powell said he is going for a "soft landing"

any person that doesn't get the fact that powell doesn't give a fuck about inflation's affects and is solely working in the interest of wallstreet is a retarded nigger

>> No.50978164

The talking heads like Cramer are calling the peak of inflation, for no good reason.
Energy costs had supercharged inflation and while we have possibly passed that peak, core inflation is still rising.

The only way out of this is for a rapid deflation of asset prices, or a recession.
If the Fed stops raising rates or pauses then raises again they will kill the economy. They need to pull the hand brake hard for another quarter and then hope the market cools.

As long as people are pedalling shitcoins here, we have not made it out of the free money era

>> No.50978280

>>50977773
Inflation is going down
https://app.truflation.com/

>> No.50978347

>>50977773
Everybody in the market today has been trading through a goldilocks period and have no idea what is coming.

>> No.50978593

>>50977773
Inflation may have peaked, but keeping rates where they are will slowly let it balloon again. The fed will have to raise rates by another 2% in total before they can lower them again, and that high will have to be held for at least a few quarters.
Yes this holding at ~5.5% will carry a recession with it, which is necessary. The debt vampires which have been causing this unstable, glass jawed economy need to be shaken out.

>> No.50979135

>>50977773
Every time these faggots try and push a bearish narrative it fails after a week

>> No.50979509

Inflation will get worse again during the winter and stay bad through 2023. We haven't even seen the worst of it yet.