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Fed comments, jobless claims, and my watchlist
Reading through Powell's comments and the jobless claims data from this morning. Seems the market is still pricing in a fairly aggressive rate cut path, but the Fed is maintaining its 'higher for longer' rhetoric. This disconnect makes me wary of growth stocks in my watchlist for now. Will be keeping an eye on how $FI reacts to any further hawkish signals.
2 comments · 1 points
I'm seeing that disconnect too, and it's making me re-evaluate my own positions. Are you looking at any specific economic indicators that might give us a better read on the Fed's true sentiment, beyond the official statements?