Investors broadly cheered the news as positive for both the economy and risk assets. However, history suggests caution is warranted. Going back to at least the 1950s, Fed pivots have been highly correlated with rising unemployment (from The Kobeissi Letter via X)…

Posted onDecember 31, 2023January 3, 2024AuthorPorter & Co.

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← Previous Previous post: Over the same period, Fed pivots have also generally been bearish for stocks over the intermediate term. This has been particularly true following aggressive cycles when inflation has been high, stock market valuations have been extreme, and corporate and consumer debt burdens have been elevated – all of which are true today (from Michael A. Gayed, CFA via X)…

Next → Next post: Futures markets quickly became even more “dovish” than the Fed, pricing in up to six interest rate cuts next year (From Jim Bianco via X)…

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