The Fed Could Be Creating A Disaster For The Market

[@KCYPRIANO]

We all know the Fed is always behind the curve and markets always want rate cuts! Remember “transitory”??😂😂😂

[@Themarketchronicles]

i do

[@sean2549]

They aren't behind the curve they make it. The whole system is corrupt. Recession while pushing a bullish narrative is the goal.

[@snowy6753]

Thanks for this update. The rate discussion seems inconsistent. At 1:34 you show the short end of the rate curve dropping by far more than the 10 year rose. But at 2:45, you say the steeping means the back end is rising faster than the front end of the curve. Your chart seem to show the front end is falling faster, but your discussion is that the back end is rising faster. Please clarify. Thanks

[@michaelstock9351]

Another great video

[@Themarketchronicles]

Thanks again!

[@cmonz9]

Disasters have been bullish. I’ll keep blindfolding AAPL and NVDA to hedge

[@Scott_72]

Been very surprised by the sudden rise in yields this week. The real test will be if the 10 year can finally break out past 4.5% or if it gets rejected again. Starting to accumulate the long end with plenty of dry powder available to take advantage of either scenario.

[@blank-964]

thanks

[@Themarketchronicles]

You're welcome!

[@Schlaban]

Hoping we don’t cut… Japan raises…. And retail gets their baggy holding ar$es trapped big time 😇

[@deseosuho]

The only certainty is retail investors and taxpayers holding a bag

[@DieselNutz]

Hmmmmm good shit thanks

[@nldmaster]

Your videos cover the "meat" of the market, not just surface prices and indicators. Thank you for your videos! They are great!

[@Themarketchronicles]

My pleasure!

[@JoeSuarez-gp1hx]

the best! thx!

[@RudeBoy.44MAG]

Crazy how much information you can pack in an 8 minute video! And thanks!

[@Themarketchronicles]

You bet!

[@mjbucar]

Thank you Mike.

[@mikeshaunnessey9303]

You could see a rate increase to cool things down.

[@Scott_72]

Not going to happen unless inflation spikes dramatically. Jay wants a soft landing so badly he'll go back to his "transitory" viewpoint to try and get it.

[@drspeedmon]

Good stuff as always. Keep it coming!

[@ArkOmen1]

This is great, but will this really change the constant liquidity flows powering stocks higher each and every day. There seems to be an overabundance of liquidity in the markets which seems to have a permanent feeling to it. Maybe it will change, but I'm not sure about what will reverse this for any length of time.

[@Themarketchronicles]

If financial cobditions tightne yea

[@ArkOmen1]

​@Themarketchronicles Yes. We've had a very "lose" and stimulatory monetary system since 2008, not only from a central bank standpoint but also from a government spending standpoint. It's ended up causing barely survivable living conditions for the common person, especially when it comes to real estate of any kind. Everything has to change or we're really going to be in a bad situation here. What do you think will cause tightening? What we really need is a massive deflation which would cause prices for everything to come down. I really hope this happens for the good of everything. I'm concerned that Trump will just cause bigger bubbles because he likes the stock market, for example. But it really is time for change. Could it be that something like a Moody's downgrade of US debt could occur? I think it's high time for higher interest rates and a cleansing of the system to begin! Please study to see when this would happen. You have pretty good data analytics, similar to data of Wall Street. But what do they have at the desks of Chase and Goldman that you don't have?

[@GRumpyonekinobi]

​@ArkOmen1 all prices fall if you price against BTC...maybe that's the deflation factor you're looking for...doubtful but a different perspective. Most will turn their nose up at this.

[@istvanpraha]

people keep acting like there is some new wave of "liquidity" but all I see are normal or below normal volumes, and stocks going up on low volume. That is something, but not "liquidity"

[@woodentoyscom]

Agreed! We are walking into a disaster. We have seen this movie before. Trump tariffs (inflationary) and Republican tax cuts (giant deficits) will cause much higher interest rates and runaway inflation. (No, they won't cut spending.) This market is extremely narrow and one of the most expensive in history. Stock market investors are always the last to leave the party.

[@goldennuggetz5312]

In 2009 the s&p500 had a pe ratio of 131 and we currently at 30, so not really the most overpriced market in history

[@woodentoyscom]

@@goldennuggetz5312 "one of the most expensive in history" Reading is fundamental.

[@quidproquo3933]

No . Not how it works. Runaway inflation is caused by govt printing and spending .

[@quidproquo3933]

And if you adjust the market for inflation it’s low to mid priced

[@istvanpraha]

I don't get why Wall St is in rabid heat for rate cuts. What do they all need to desperately borrow money for, that it matters this much?!

[@mickeybeavison1053]

greed

[@sethmiller5414]

10yr yield, ERP and S&P PE ratio -- how long typically does it take to play out / impact the market? Is there a specific threshold level / area you are looking to be violated as the warning for a looming disaster?

[@geraldjunior4235]

"Gonna Keep The Patterns Stock Market."

[@mickeybeavison1053]

greed! euphoria! to the moon! The rich will keep us rich as long as we stay invested, lets gooooooo

[@DaBooster]

Thanks for the video, I always enjoy the presentations you provide. It seems as though there is way too much irrational exuberance and many bulls are gonna be in for a rude awakening one day. Which day? God knows maybe after SPX hits 7000.

[@quidproquo3933]

meh. They’ll just print more loot