USA Stocks discussion - Part 3

aurvandil

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Market is now pricing in 5 rate cuts for 2025 over 6 FOMC meetings. The cuts start 07 May FOMC
Other than market selling off a bit, no signs of obvious stress in the financial system
 

DevilPlate

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Think the voters simply think they aren't the ones paying the price for the tariffs.
My guess mostly don’t hold stocks. (Directly)
So their mindset is the rich lose more than them.

Some even believe Tariff is gona be deflationary
 

sky1978

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My guess mostly don’t hold stocks. (Directly)
So their mindset is the rich lose more than them.

Some even believe Tariff is gona be deflationary

I am also looking for an answer for that, but that isn't the case because 2/3 of US families have direct/indirect exposure.
https://www.fool.com/research/how-many-americans-own-stock/

In fact, Republican voters are more likely to own stocks than Democrats.
https://www.sciencedirect.com/science/article/abs/pii/S0378426624001183
 

DevilPlate

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aurvandil

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My guess mostly don’t hold stocks. (Directly)
So their mindset is the rich lose more than them.

Some even believe Tariff is gona be deflationary

Real world don't move at the warp speed of markets.
It will take weeks if not months to actually implement such a wide sweeping set of tariffs and even longer for the real world impact to be felt in the economy.

Plenty of time to make deals and reverse direction.

Key thing is nothing breaks from the market move down.
 

DevilPlate

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Real world don't move at the warp speed of markets.
It will take weeks if not months to actually implement such a wide sweeping set of tariffs and even longer for the real world impact to be felt in the economy.

Plenty of time to make deals and reverse direction.

Key thing is nothing breaks from the market move down.
yes as i said before…..Stock market != real economy most of the time lolol

Anyway SPY past few year gains mostly by AI hype and multiples expansion.
 

RedsYWNA

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Real world don't move at the warp speed of markets.
It will take weeks if not months to actually implement such a wide sweeping set of tariffs and even longer for the real world impact to be felt in the economy.

Plenty of time to make deals and reverse direction.

Key thing is nothing breaks from the market move down.
I think there are some margin calls, that's why gold is selling off.
 
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