Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How the Bull Market Is Pricing Rate Cuts
The S&P 500 sits at 7,786 while the Fed funds rate holds at 3.63 percent. Lucas and Luna dissect a curious disconnect: stocks near highs despite the Fed signaling no immediate cuts. They trace how the market has repriced rate expectations, moving away from betting on aggressive easing and toward a 'higher for longer' equilibrium. Using the recent moves in Cloudflare, CrowdStrike, and the Russell 2000's 1.7 percent weekly gain, they explain why small caps are now the barometer for rate sensitivity, while mega-cap tech trades on AI narratives. They also touch on Berkshire's…
The skinny
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