Are Future FED Cuts Now Being Peddled Back?

Digital Finance Analytics (DFA) Blog

Dec 16 2023 | 00:26:57

00:00 / 00:26:57

Show Notes

This is our regular weekly market update. This past week was a doozy in the markets as the Fed started to flip the switch on monetary policy, which took the markets by surprise. Yields plunged. Stock and bond prices soared. And this time, it’s more than the Magnificent Seven stocks leading the charge. The Russell 2000 ETF has more than doubled the return of both the S&P 500 and the Nasdaq 100 over the last month. And the S&P Regional Banking ETF, which has taken the brunt of the bears’ ire this year and is still down YTD, has surged […]

Other Episodes

Episode 0

April 06, 2022 • 01:47:14

DFA Live Q&A HD Replay Household Stress And Property Scenarios [Podcasts]

This is an edited version of a live discussion as I explore the latest from our surveys and models. Where are prices trending, and...

Episode 0

March 02, 2023 • 00:10:02

The Mortgage Stress Traffic Accident Is Coming Into View!

More analysts are now talking about mortgage stress. How ever you define the concept (we prefer cash flow metrics) things are getting worse. So...

Episode 0

July 21, 2021 • 00:46:47

The Everything Bubble [Podcast]

I recently took part in an online seminar, along with Economist Harry Dent and Author Robert Kiyosaki, predicated on the view that Central Banks...