Excellent conversation last night — no politics, great debate and lots of varied (i.e., Bullish/Bearish) opinions. It has emboldened me to take another whack at it.
The equity markets look much better this week than last. This raises several worthy questions:
How much of a Fed cut is built in already? 25, 50 or 100bps?
What happens to equities when the Fed cuts?
Are there good parallels to other rate cutting periods? 1998, 2001, or… ?
Once again, a few provocative articles might color the discussions:
The Hunt for Black October (American.com)
What say ye?
please steer clear of politics and ad hominem attacks . . . Please play nice!