Stock Market/Investing/Day Trading/Speculative Trading Thread

[LoudHogRider]

Jobs report: 303K new jobs. Rate cut hopes are fading ...

 

[BingoDingo]

Boi-oi-oi-oing.

https://www.cnbc.com/2024/04/08/tsmc-set-to-receive-up-to-6point6-billion-in-funding-for-arizona-plants-.html

Also,

Yields sort of suck...

 

[LoudHogRider]

Boi-oi-oi-oing.

https://www.cnbc.com/2024/04/08/tsmc-set-to-receive-up-to-6point6-billion-in-funding-for-arizona-plants-.html

Also,

It makes YUGE sense to get Taiwan Semiconductor expertise, equipment & manufacturing here in the US. Having 100% of the most advanced chip manufacturing in the world under China’s watchful eye is potentially a very serious thing for the rest of the world. Get it done yesterday, please.

 

[BingoDingo]

Yikes.

 

[BingoDingo]

Yields sort of suck...

 

[LoudHogRider]

Yikes.

Those inflation #'s, tho ...

 

[Faux Sean Callahan]

 

[Faux Sean Callahan]

Yikes.

Those numbers.....

 

[BingoDingo]

Those inflation #'s, tho ...

I think any projection being under 3% by EOY(the consensus about an hour ago) is pretty much gone now. We may see some seasonality get us close in Oct/Nov possibly, but yeah...pretty much gonna be above 3% until maybe April/May 25? Implications on cuts? No cuts? Lol.

 

[Faux Sean Callahan]

I think any projection being under 3% by EOY(the consensus about an hour ago) is pretty much gone now. We may see some seasonality get us close in Oct/Nov possibly, but yeah...pretty much gonna be above 3% until maybe April/May 25? Implications on cuts? No cuts? Lol.

I mean.... has anybody seen a reason to cut rates?

It feels like if they cut rates this year, they will lose their grip on inflation.

 

[Faux Sean Callahan]

 

[BingoDingo]

I mean.... has anybody seen a reason to cut rates?

It feels like if they cut rates this year, they will lose their grip on inflation.

Well, I mean, there are lots and lots of reasons to cut given financials and spreads, lol. Given that wages/employment/growth seem to be working against them...it's probably just slog city for the rest of the year. I'm not sure a quarter or half a point cut would have a sizeable impact on inflation, given that most of the inflation now is indemnity and cost inflation sectors who have embedded lag costs. No credit/liquidity issues, no need for cuts though...so yeah, who knows.

 

[2010sarenevercomingback]

The Fed "managing" inflation with rate adjustments while quintupling the money supply:

 

[BingoDingo]

 

[Faux Sean Callahan]

 

[Jim14510]

The Fed "managing" inflation with rate adjustments while quintupling the money supply:

View attachment 35837

Love that gif

 

[LoudHogRider]

 

[slattimer]

Only thing I've not seen affected by inflation at all....BACON. Blows my mind.

 

[BingoDingo]

"Inflation is now building on previous years of inflation; we effectively have compounding inflation."

This statement was pretty funny though...

 

[God is a Husker]

Only thing I've not seen affected by inflation at all....BACON. Blows my mind.