Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why the Fed Holds Steady at 3.63% as Markets Rally
The Fed held rates at 3.63% in May, and markets are rallying hard anyway. Lucas and Luna explore why this is happening, focusing on the unusual combination of strong economic growth and a plateau in rate hikes. They discuss what the data says about corporate earnings, the recent surge in ARKK and high-growth names, and whether this rally can last without further Fed action. The episode draws on specific numbers: S&P 500 at 7,600, NASDAQ above 27,000, and real GDP growth of 2.2% year-over-year. The hosts also touch on the new Berkshire CEO Greg Abel's first major deal and what it signals…
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