Time for the Fed doves to come back on earth? | MarketTalk: What’s up today? | Swissquote

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  • čas přidán 11. 09. 2024

Komentáře • 26

  • @johnnycomelately6341
    @johnnycomelately6341 Před 20 dny +1

    Thank you Ipek and good evening (Aust time)
    Re: The German PMI monthly data, isnt that change (42.1) within normal monthly variation and we would have to be careful extrapolating from it without more data to create a trend (not sure about previous months) ??
    Anyway Ipek, thank you for your weeks work and so entertainingly presented, enjoy your weekend.

    • @ipekozkardeskaya1383
      @ipekozkardeskaya1383 Před 20 dny

      Thank you, the levels for manufacturing remain gloomy for months indeed with no signs of improving. But august is a slow month generally in Europe so you are right we might see some improvement from September. But not yet enough data to confirm a reversal.
      Cheers, thank you for staying with me ! Have a lovely weekend !

    • @johnnycomelately6341
      @johnnycomelately6341 Před 20 dny +1

      @@ipekozkardeskaya1383 Thanks for that comment, it gives some context to the data.
      and it is a pleasure to listen to you.

  • @GeorgeWilliams-ph1cp
    @GeorgeWilliams-ph1cp Před 19 dny +12

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    • @BrandonMyers-u8b
      @BrandonMyers-u8b Před 19 dny

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      My losses back

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      @LindseyPatterson-on9vt Před 19 dny

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      @FrederickBrown-bx3tn Před 19 dny

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      @JohnboscoIsaac Před 19 dny

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      @rebeccacuban Před 19 dny

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  • @FinancialToolBuilder
    @FinancialToolBuilder Před 20 dny

    I'm thinking that the market could hold up until the actual first rate cut.
    Then sell off, cause there would be no more catalyst to pump the market. Unless we get a new story of a president based pump.
    But anyway I tend to think the repricing will be a sell the news event.

    • @ipekozkardeskaya1383
      @ipekozkardeskaya1383 Před 20 dny

      Hmmm I don’t know, Powell just kept the doves close to him so … with lower rates and lower qt, there is always a reason to rally 😊

  • @samthedoor
    @samthedoor Před 20 dny

    Hahah that is a hilarious picture of him around the fire looking like a cowboy. Somehow I don’t think that’s what we’ll see 😂 yeah I don’t think there is really enough evidence to justify a 50 bp cut. The equities may not like his response if all we’re going to get is 50 bp for the rest of the year but I can’t see the market derailing from such news.

    • @ipekozkardeskaya1383
      @ipekozkardeskaya1383 Před 20 dny +1

      Ah good old Powell, he’s again kept the doves close to him :) let’s keep this party going !

    • @samthedoor
      @samthedoor Před 20 dny

      @@ipekozkardeskaya1383 well the market sure kicked back now, quite volatile, way up, way down, I thought it was dovish but I'm not sure how the market is going to take this.