TSMC really saved the semis today, I am sure they will get a good bounce today. I agree with your oil view there. I think weak yields were a problem for it.
@@ipekozkardeskaya1383 I think generally lower yields are worse for oil, means economy is softer. One other guy thinks that we might have started a correction in tech because there isn't a wall of worry to climb anymore! yields are coming down, employment holds up, the Fed will cut...everyone's bought in!
@@samthedooroh I see 👍🏻 it’s a fine balance indeed and the rhetoric depends a lot on the context. Right now, the lower yields (and soft landing) are positive, but if we start seeing signs of hard landing (and expectation of sharper cuts) that would def hit oil prices. Lol there are people who still hesitate but yes most of the rally is certainly done by now. But if there is one thing this job taught me, it’s that: You. Never. Know.
@@ipekozkardeskaya1383 Yes, there are manyways to look at it. Yes, I too have learned from my investing to be ready for everything to change 180 degrees at anytime and you need to be ready to change to a direction that may not even make any sense to you lol
Hi Ipek, what do you think would actually happen to inflation if the yanks cut their rate by a quarter percent? Their mortgage rate has come down a bit already from what I understand.
A rate cut would further pull the mortgage rate lower and that will give people extra money to spend on goods and services and could increase the inflationary pressures.
Thx for your professional and compact wrapup
Cheers 🙏🏻🙏🏻
Wonderful
🙏🏻🙏🏻
TSMC really saved the semis today, I am sure they will get a good bounce today. I agree with your oil view there. I think weak yields were a problem for it.
I think high yields was a worry, no? And if China happens to get back on its feet 😎😎
@@ipekozkardeskaya1383 I think generally lower yields are worse for oil, means economy is softer. One other guy thinks that we might have started a correction in tech because there isn't a wall of worry to climb anymore! yields are coming down, employment holds up, the Fed will cut...everyone's bought in!
@@samthedooroh I see 👍🏻 it’s a fine balance indeed and the rhetoric depends a lot on the context. Right now, the lower yields (and soft landing) are positive, but if we start seeing signs of hard landing (and expectation of sharper cuts) that would def hit oil prices.
Lol there are people who still hesitate but yes most of the rally is certainly done by now. But if there is one thing this job taught me, it’s that: You. Never. Know.
@@ipekozkardeskaya1383 Yes, there are manyways to look at it. Yes, I too have learned from my investing to be ready for everything to change 180 degrees at anytime and you need to be ready to change to a direction that may not even make any sense to you lol
Hi Ipek, what do you think would actually happen to inflation if the yanks cut their rate by a quarter percent? Their mortgage rate has come down a bit already from what I understand.
A rate cut would further pull the mortgage rate lower and that will give people extra money to spend on goods and services and could increase the inflationary pressures.
@@ipekozkardeskaya1383 Silver to the moon 🌙🌚✨♥💙💕