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VIX Spikes as Market Has Tantrum | Fed Hawkish Cut| Inflation Not Getting to 2% | Dollar Index Breaks Out
Manage episode 457054669 series 2426951
Derek Moore and Jay Pestrichelli react to the Fed meeting where people are calling it a hawkish cut and a reset of future expectations of where interest rates end up. Plus, the Dot Plots say long run PCE Inflation will only go to 3% not 2%. Later looking at the Trade Weighted Dollar Index breakout and if it will become a problem for earnings growth in 2025. Of course, the big news last week was the spike in the VIX as the market had a temper tantrum. Finally, they go into earnings expectation, price to forward sales ratio, real retail sales, and more and even a wacky (or not) Amazon prediction.
Fed Hawkish Rate cut
Fed PCE Inflation Dot Plot 3% long run target
The Fed Pivot or Fed Reset in effect?
The VIX Spikes as the market has a tantrum after Powell press conference
Looking at current forward pe ratio for the S&P 500 Index now
Earnings expectations and the strong US Dollar
The US Dollar breaks out above resistance
Forward Price to Sales ratio getting elevated?
Goods vs services inflation
PPI services is still elevated
Would Amazon ever break out its business units to take advantage of AI and their chip?
Greenspan fed vs Powell
1994 bull market vs this bull market and does it mean longer to run?
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com
314 episoade
Manage episode 457054669 series 2426951
Derek Moore and Jay Pestrichelli react to the Fed meeting where people are calling it a hawkish cut and a reset of future expectations of where interest rates end up. Plus, the Dot Plots say long run PCE Inflation will only go to 3% not 2%. Later looking at the Trade Weighted Dollar Index breakout and if it will become a problem for earnings growth in 2025. Of course, the big news last week was the spike in the VIX as the market had a temper tantrum. Finally, they go into earnings expectation, price to forward sales ratio, real retail sales, and more and even a wacky (or not) Amazon prediction.
Fed Hawkish Rate cut
Fed PCE Inflation Dot Plot 3% long run target
The Fed Pivot or Fed Reset in effect?
The VIX Spikes as the market has a tantrum after Powell press conference
Looking at current forward pe ratio for the S&P 500 Index now
Earnings expectations and the strong US Dollar
The US Dollar breaks out above resistance
Forward Price to Sales ratio getting elevated?
Goods vs services inflation
PPI services is still elevated
Would Amazon ever break out its business units to take advantage of AI and their chip?
Greenspan fed vs Powell
1994 bull market vs this bull market and does it mean longer to run?
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com
314 episoade
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1 Bond Rates Staying Higher | Forward PE Multiples | Implied Volatility During Earnings | Nominal GDP vs 10 Year Yield 36:46

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1 2025 Predictions | Un-Inverted Curve | China Deflation Tariff Solution?| Bitcoin Quantum Problem? 1:01:09

1 VIX Spikes as Market Has Tantrum | Fed Hawkish Cut| Inflation Not Getting to 2% | Dollar Index Breaks Out 1:02:50

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1 Hawk Tuah Crypto Scam? | United Healthcare CEO Single Stock Risk| Unemployment Breakdown | +29% S&P Years More Common| MicroStrategy vs. Bitcoin 1:04:27

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