Fed's 50bps cut may send wrong message to equity markets, says JPMorgan's David Kelly

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  • เผยแพร่เมื่อ 8 พ.ย. 2024

ความคิดเห็น • 129

  • @auboisdaline
    @auboisdaline 23 วันที่ผ่านมา +189

    A 50bps cut might send the wrong signals to the market. With rising inflation and economic uncertainty, I'm hesitant about jumping into equities right now. What's the best strategy for protecting my investments?

    • @phuc2583
      @phuc2583 22 วันที่ผ่านมา

      I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

    • @gurb6901
      @gurb6901 22 วันที่ผ่านมา

      Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.

    • @petecorda
      @petecorda 22 วันที่ผ่านมา

      Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.

    • @gurb6901
      @gurb6901 22 วันที่ผ่านมา

      Her name is Camilla Marie Fuller. Just look her up, and you'll find the details to set up an appointment.

    • @petecorda
      @petecorda 22 วันที่ผ่านมา

      Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.

  • @ConradFriedrichj1z
    @ConradFriedrichj1z หลายเดือนก่อน +229

    Every crash/collapse brings with it an equivalent market chance if you are early informed and equipped, I've seen folks amass up to $1m amid economy crisis, and even pull it off easily in favorable conditions. Unequivocally, the collapse is getting somebody somewhere rich.

    • @LieselKaroline
      @LieselKaroline หลายเดือนก่อน

      I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such execution are usually carried out by investment experts with experience since the 08' crash

    • @CarinaAdele5CA
      @CarinaAdele5CA หลายเดือนก่อน

      The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

    • @AlbrechtChristoph016
      @AlbrechtChristoph016 หลายเดือนก่อน

      i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well

    • @CarinaAdele5CA
      @CarinaAdele5CA หลายเดือนก่อน

      NICOLE ANASTASIA PLUMLEE' is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

    • @AlbrechtChristoph016
      @AlbrechtChristoph016 หลายเดือนก่อน

      I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

  • @viewerone
    @viewerone หลายเดือนก่อน +40

    “Economy’s pretty good”. Are you serious? Everyone is drowning in debt.

    • @q9r8s7t6u5v4w3x2y1z0
      @q9r8s7t6u5v4w3x2y1z0 หลายเดือนก่อน +1

      you should have listened to Jim Cramer and bought Apple

    • @Liberalcali
      @Liberalcali หลายเดือนก่อน

      @@q9r8s7t6u5v4w3x2y1z0yeah 20 years ago

    • @danielhutchinson6604
      @danielhutchinson6604 หลายเดือนก่อน

      A big Cut indicates the Economy may be not so good.....
      .25% might imply more stability, but do not ask me.
      I am no expert.

    • @hangender
      @hangender หลายเดือนก่อน

      If you are drowning in debt the cut is good for you. 😂😂

    • @ChannelNews1
      @ChannelNews1 หลายเดือนก่อน

      How about my home page VlD?

  • @Redwood4040
    @Redwood4040 หลายเดือนก่อน +94

    Sounds like a skeptical outlook on things then. With the rate cuts do you think it's best for us who are not conservative investors to focus on bonds or dividend stocks? I want to reallocate my 7-figure portfolio and I preferably want the assets with the best ROI

    • @JordanReam8186
      @JordanReam8186 หลายเดือนก่อน +2

      Bonds are a safer bet. They offer good stable yields. But dividend stocks could make you a fortune if you know how to go about it. But it's always a good idea to work with a CFA. It streamline your strategy and help profit a lot.

    • @NO-TIME170
      @NO-TIME170 หลายเดือนก่อน +2

      Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased.

    • @AddilynTuffin
      @AddilynTuffin หลายเดือนก่อน +1

      I've been through the 'bonds are beating stocks' periods since the 90s with no bonds and with all aggressive stock mutual funds.
      At 66, my IRA and cash accounts are far more than I expected for my retirement. I can easily handle a worst-case 80% stock crash, Thanks to my CFA.

    • @AddilynTuffin
      @AddilynTuffin หลายเดือนก่อน +3

      Sure you can! Victoria Louisa Saylor is the NY-based advisor I work with. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @sledgeyyyyy
      @sledgeyyyyy หลายเดือนก่อน

      Thanks for the lead. I just searched Victoria by her full name and easily spotted her page, very professional..

  • @SloanJane-xp4kr
    @SloanJane-xp4kr หลายเดือนก่อน +106

    The Federal Reserve halted rate hikes, which is a very bold move by the Fed to stimulate economic expansion, ease financial conditions and address inflation concerns with potential benefits for consumers. what are the best additions for a $120K portfolio to enhance the overall performance of my portfolio this year

    • @annaj.osorio
      @annaj.osorio หลายเดือนก่อน

      Not offering any particular advice, but I can assure you that most stocks still have growth potential. Re-distributing is not as hard as many people think it is. Ordinary investors lack the requisite level of diligence, so having a financial advisor on board is usually highly beneficial. In the market, this is how people generate enormous profits.

    • @LejlaGöransson
      @LejlaGöransson หลายเดือนก่อน

      I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

    • @DanielOrstein
      @DanielOrstein หลายเดือนก่อน

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation

    • @LejlaGöransson
      @LejlaGöransson หลายเดือนก่อน

      “Viviana Marisa Coelho” is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment

    • @Robbertskypes
      @Robbertskypes หลายเดือนก่อน

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @trentpetersen3072
    @trentpetersen3072 หลายเดือนก่อน +6

    We’re screwed.

  • @petershelley4514
    @petershelley4514 หลายเดือนก่อน +17

    What a job powell has...Somebody will ALWAYS be unhappy and question and deride.

    • @simi72100
      @simi72100 หลายเดือนก่อน

      agree I feel sorry for him ppl should leave him alone

    • @fred-ts9pb
      @fred-ts9pb หลายเดือนก่อน

      The best thing anyone can do is ignore all the talking heads. They get paid for "opinions". CNBC never calls them out when they are wrong because like any good talking head the words may, could might or should are always injected in the opinion which is all it is. They always hedge their opinions. if they were as good as they think they are they would be trading stocks or using the word "will". Instead they try to sway the markets in the favor of their employer. What a manipulated stock market we have.

  • @AmberKierraKassidy
    @AmberKierraKassidy หลายเดือนก่อน +105

    aistockadvisor AI fixes this. Fed's cut may mislead equity markets.

  • @Joe-ff4if
    @Joe-ff4if หลายเดือนก่อน +3

    The message they are sending is "Screw the little guy! We don't care if prices spike again!", because institutional investors need to be able to borrow money for basically nothing.

  • @jaym9846
    @jaym9846 หลายเดือนก่อน +11

    Woohoo! My credit card interest rate will drop from 21% to 20.5%.

    • @NicholsonNeisler-fz3gi
      @NicholsonNeisler-fz3gi หลายเดือนก่อน +2

      Maybe

    • @larryrenda3262
      @larryrenda3262 หลายเดือนก่อน +3

      Stop using credit cards then your paying 0 percent interest

  • @Bryghtpath
    @Bryghtpath หลายเดือนก่อน

    Back in 2019, the Fed made a similar rate cut, and while it helped stabilize markets, some economists warned that it might create long-term imbalances. This 50bps cut feels like another strategic move with careful messaging needed to manage expectations.

  • @Verkoper-gx2xz
    @Verkoper-gx2xz หลายเดือนก่อน +8

    The Buffet Indicator stands at 202 percent; forward P/E of Apple, Microsoft, Nvidia and Amazon is around 30; and the Shiller PE is at 36.28. But yes, sure, let's stimulate the economy (and the markets). Certainly nothing to do with the upcoming elections ...

    • @George-f8h
      @George-f8h หลายเดือนก่อน

      Stop it with the conspiracy theory already. Why wait until the election to cut? Why not have multiple cuts at the beginning of the year? Why even put out a revision on the job numbers?
      You are being selective with Magnficent 7. When you look at the broader market, it's more mixed.

    • @aightm8
      @aightm8 หลายเดือนก่อน

      The feds decisions have nothing to do with markets.
      1: inflation
      2: employment
      Inflation is fine and employment is rising so it's the obvious move

  • @djayjp
    @djayjp หลายเดือนก่อน +5

    What's with all the red color theming? They trying to make stocks go down...? 🤔

  • @reggie2261
    @reggie2261 หลายเดือนก่อน +4

    Always something negative to say whatever the cut is

  • @MrDellasc
    @MrDellasc หลายเดือนก่อน +3

    As My family in Ireland and Australia have recently said, “We’d love to have your economy, you think your inflation is bad, try coming over to our country”. They think we’re just a bunch of spoiled whiners/kunts who don’t realize how good our economy is compared to the rest of the world, and I’d have to agree with them.

  • @bellajbadr
    @bellajbadr หลายเดือนก่อน +6

    50pt is the sign that things are not going well. Trying to send a "everyhting is under control" message.

    • @zoner__
      @zoner__ หลายเดือนก่อน

      Listening to the talking heads too much. Rate is way too high and this is catch up.

  • @michaelmartinez3500
    @michaelmartinez3500 หลายเดือนก่อน

    So-called experts predicted 6 IR cuts in '24, and circumstances have been manipulated to look good when they're not as full time jobs are down 0.8% YoY. Non-farm payroll employment jobs were downward revised last 4 four months, and 10yr treasury yields have gone from 4.98% in 10/23 to 3.74% on 10/24 meaning a recession is emerging, which is why J-Po cut IR's 50bps.

  • @2023gainer
    @2023gainer หลายเดือนก่อน +4

    The AI and EV sectors Charging Up after Rate Cut. NKLA 3 %.. Nikola..300 % increase in revenue yr/ yr. SoundHound 5 %... BFRG..12 %.. Bullfrog AI... HYLN..2 %.. Hyliion..FREY 6 %...WKHS 5 %.. Workhorse and more.

  • @760GM
    @760GM หลายเดือนก่อน +4

    Buy those iPhones !!!

  • @lakeguy65616
    @lakeguy65616 หลายเดือนก่อน +1

    I don't understand why the Fed doesn't raise or lower the Fed Funds rate in smaller increments (like 10 basis points) but do so more frequently.

    • @George-f8h
      @George-f8h หลายเดือนก่อน

      I don't understand why you choose to drive 60 mph on the highway instead of 10 mph six different times.

    • @NicholsonNeisler-fz3gi
      @NicholsonNeisler-fz3gi หลายเดือนก่อน +1

      @@George-f8hactually we change speed in 5-10 mile increments.

    • @lakeguy65616
      @lakeguy65616 หลายเดือนก่อน +3

      @@George-f8h that makes no sense, you must work for the government

  • @haroldhollingsworthesq
    @haroldhollingsworthesq หลายเดือนก่อน

    ridiculous, we are drowning out here on interest, seriously...

  • @raheelakhtar7
    @raheelakhtar7 หลายเดือนก่อน

    Why is there no talk of Market cap to GDP ratio hitting 200%?

  • @damonkatos4271
    @damonkatos4271 หลายเดือนก่อน

    The 1 second ticker moved with every syllable spoken from Powell today.

  • @erichvonmolder9310
    @erichvonmolder9310 หลายเดือนก่อน

    Cutting the interesting rates with an initial .50 is a shot in the arm that they now need to put the brakes on. A smart initial move which will have benefits especially next year. Expect better earnings in 2025, this is not a very short term story, but a long one.

  • @raydugas845
    @raydugas845 หลายเดือนก่อน +12

    Timing is impeccable 😂

    • @jackn8458
      @jackn8458 หลายเดือนก่อน

      Cry harder ❄️

  • @axe863
    @axe863 หลายเดือนก่อน

    50 bps is fairly extreme. Maybe the information set for the FED is better than the market has

  • @LeeElvesenioSecapure
    @LeeElvesenioSecapure หลายเดือนก่อน

    Like in NFL, the Fed reserve move is similar to off-setting penalty calls. Same old, same old in the global and domestic economy until further notice. 'Could take another quarter of a year before further review is needed

  • @nickvin7447
    @nickvin7447 หลายเดือนก่อน +6

    Must be election time.

  • @BagusMizuki
    @BagusMizuki หลายเดือนก่อน +1

    This fed decision is good or bad in conclusion???? Tell mee

    • @harwinderthakur9708
      @harwinderthakur9708 หลายเดือนก่อน

      Ofcourse its good man
      Its more likely they will cut by 50 again next time.
      Bears will find any reason to make it look negative but I believe this is really good news for the stocks in general.

  • @royprovins7037
    @royprovins7037 หลายเดือนก่อน +1

    Prop up the stock market. Prop up the stock market

  • @RaviKiran-lx2kw
    @RaviKiran-lx2kw หลายเดือนก่อน

    It should be illegal to change interest rates 6 months before election.. How is that not election medaling

  • @chri6393
    @chri6393 หลายเดือนก่อน +4

    They can drop another 150 bps and still be restrictive

    • @djayjp
      @djayjp หลายเดือนก่อน

      Exactly. You'd think the rational thing to do would be to always hold a 0% real rate....

    • @MBarberfan4life
      @MBarberfan4life หลายเดือนก่อน

      ​@djayjp nobody knows where the real rate is or will be. That's why all rates should be run by the market

  • @emmeadowmitbbs3537
    @emmeadowmitbbs3537 หลายเดือนก่อน +3

    I do not think this is any different from the previous rate cuts. Economy was always "good" when Fed started cutting rate. I do not remember seeing any exception other than the pandemic.

    • @mg-by7uu
      @mg-by7uu หลายเดือนก่อน

      What chart are you looking at? Every fed pivot is followed by a recession, well except once in the 90's, but we're talking a 99.9% chance of market crash based on history

    • @emmeadowmitbbs3537
      @emmeadowmitbbs3537 หลายเดือนก่อน

      @@mg-by7uu I mean, they always say economy is "good," don't they?

    • @opinionsvary
      @opinionsvary หลายเดือนก่อน

      In my opinion: The reality is they want you to believe in something that's based entirely off market values & call it equity. True equity comes from retaining capital, that market fluctuations can't speak to.
      Cutting someone a break on spending, isn't going to solve the equity problem when based on market values.
      Just start your own business & never look back. Retaining capital & buying power are all that matter & the money you make or lose, will give you capital to always barter with vs working a job that pays minorites elevated wages to show how DIS progressive they are at the cost of your labors.
      We're in a economic recession, as we have been & the jobs don't pay the bills. They want to scheme more taxes in sales to offset the lack of taxes they need to continue to operate an administrative run society of lazy politicians & power hungry Leftist NGOs.
      We don't need undocumented immigrants, we need our own US citizens to have babies & afford a house, car & heath insurance all on the wages of one job, just like how these illegals get their free hall passes.

  • @George-f8h
    @George-f8h หลายเดือนก่อน

    The market did not react well today, but all of this noise will be forgotten in a week. The market will continue to move higher for the foreseeable future. In fact, this and upcoming cuts could extend the bull run for another couple of years longer. 🚀🚀🚀

  • @DDCrp
    @DDCrp หลายเดือนก่อน

    Politically tied cut, don’t be naive

  • @w3s77
    @w3s77 หลายเดือนก่อน

    Where's the Kool-Aide?

  • @rebeccaartgallary
    @rebeccaartgallary หลายเดือนก่อน +1

    The Fed is undoubtedly responsible for the present catch-up efforts, as they were first too slow to control inflation. The pandemic, supply-chain issues, are all contributing reasons to the impending inflationary perfect storm. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...

  • @chintandobariya472
    @chintandobariya472 หลายเดือนก่อน +1

    He is unpredictable 😅

  • @viewerone
    @viewerone หลายเดือนก่อน +2

    Equities will flush along with higher unemployment

  • @cesarsanchez9697
    @cesarsanchez9697 หลายเดือนก่อน

    It seems like an overreaction. I hope people don’t get spooked by this move. But hey what do I know?

  • @adriansmith7604
    @adriansmith7604 หลายเดือนก่อน

    Inflation reignite dropping rates

  • @b.w.2157
    @b.w.2157 หลายเดือนก่อน +2

    50nps is not wrong. Perfect rate cut.

    • @zoner__
      @zoner__ หลายเดือนก่อน

      A month late

  • @miltonthomason
    @miltonthomason หลายเดือนก่อน

    This is no soft landing. Get in the real world

  • @weho_brian
    @weho_brian หลายเดือนก่อน

    finally the United States can afford to pay back their 35T of debt

  • @zanquilladus1
    @zanquilladus1 หลายเดือนก่อน

    Stocks headed down for the next couple of days.

  • @ion669
    @ion669 หลายเดือนก่อน

    I read JP morgan and bearish speaking name another better duo..

  • @rodcoulter997
    @rodcoulter997 หลายเดือนก่อน +7

    Craziness…..INFLATION IS the problem…..duh. This won’t help. This is HUGE stock market SELL indicator.

  • @mmblunt3
    @mmblunt3 หลายเดือนก่อน

    Not gonna lie, this was the worst I've heard Powell speak since they were supporting Transitory...which he and Yellen were very wrong.

  • @romeysiamese6662
    @romeysiamese6662 หลายเดือนก่อน +1

    .5 is Not a "huge cut." But better than nothing.

    • @axe863
      @axe863 หลายเดือนก่อน

      Lol what

    • @romeysiamese6662
      @romeysiamese6662 หลายเดือนก่อน

      @@axe863 should have cut 1 full pt. No?

  • @ronlokk
    @ronlokk หลายเดือนก่อน +1

    Mumbo jumbo as always. Until people can buy a house at 5% interest rates nothing good will happen.

  • @bthink3610
    @bthink3610 หลายเดือนก่อน +2

    The Kamala Cut

  • @miltonthomason
    @miltonthomason หลายเดือนก่อน

    Have you guys seen job hiring. Interst rates should be goose egg. This economy is terrible. Thank you harris and biden

  • @redshifttrucking4537
    @redshifttrucking4537 หลายเดือนก่อน +4

    Manipulate Federal elections much, Mr. Powell?

    • @celticslimjim
      @celticslimjim หลายเดือนก่อน

      You're kidding right? Powell buttered up Trump with rate cuts early in its presidency even though the economy was powerful thanks to Obama. Then covid happened and whoops, Powell had already pulled his levers to favor Trump, so he had to basically take prime to zero. Now under Biden/Harris we've had no cuts for literally their whole term to cool inflation and yet you complain of JP helping Harris with one little cut?

  • @renatodecastro6255
    @renatodecastro6255 หลายเดือนก่อน +3

    Economy is strong, inflation going down, immrgrantcrossing down. What else does trumpo can run on against Harris?

    • @Ubbs24
      @Ubbs24 หลายเดือนก่อน +1

      They revise jobs numbers down for the last year. The last numbers were a complete lie obviously. We are in terminal.

    • @Ubbs24
      @Ubbs24 หลายเดือนก่อน

      Turmoil

    • @zwatwashdc
      @zwatwashdc หลายเดือนก่อน

      Her record? Or are we memory holing that?

    • @Ubbs24
      @Ubbs24 หลายเดือนก่อน +1

      And her flip-flops that she’s been doing for the last couple months. There’s like 1 million things it’s kind of a weird question.

    • @celticslimjim
      @celticslimjim หลายเดือนก่อน

      Yes indeed, Castro. The US economy has held up the best over almost all industrialized nations around the world, inflation is low as demonstrated by both federal numbers as well as on websites such as truflation (showing 1.1% inflation year over year) and yet people still complain. Gas prices are at pre covid levels, as cheap as in 2013. But you wouldn't know that from listening to Trumpers who deal in fiction rather than fact and are the biggest whiners in existence, just like their idiot leader Don the Con.

  • @kortyEdna825
    @kortyEdna825 หลายเดือนก่อน +4

    Sounds like a skeptical outlook on things then. With the rate cuts do you think it's best for us who are not conservative investors to focus on bonds or dividend stocks? I want to reallocate my 7-figure portfolio and I preferably want the assets with the best ROI.

    • @NicholasHarmon-ow3jl
      @NicholasHarmon-ow3jl หลายเดือนก่อน +3

      Bonds are a safer bet. They offer good stable yields. But dividend stocks could make you a fortune if you know how to go about it. But it's always a good idea to work with a CFA. It streamline your strategy and help profit a lot.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io หลายเดือนก่อน +2

      I've been through the 'bonds are beating stocks' periods since the 90s with no bonds and with all aggressive stock mutual funds.
      At 66, my IRA and cash accounts are far more than I expected for my retirement. I can easily handle a worst-case 80% stock crash, Thanks to my CFA.

    • @KaurKhangura
      @KaurKhangura หลายเดือนก่อน +2

      Mind if I look up your advisr please? I've worked in real estate for over 15 years and have neglected a major stock portfolio. This served me well when I was flipping and renting houses, however I need a different plan now.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io หลายเดือนก่อน +1

      Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

    • @KaurKhangura
      @KaurKhangura หลายเดือนก่อน

      Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.