Hey guys
the big day of the FOMC meeting is here.We are hours away of the much awaited announcements. so lets speculate for a moment.
Today should set the tone for the next month or two – Until the next September fed meeting so lets speculate for a moment.
50 hike – Risk on will rip hard
75 hike – Flat / slight selloff
100 hike – Risk on sell off
50 hike (With dovish forward guidance) – Risk on will rip extremely hard
75 hike (With dovish forward guidance) – Risk on rips
100 hike (With dovish forward guidance) – Sell off but likely hold the lows
50 hike (With increased hawkish forward guidance) – Risk on will rip but gains will be limited
75 hike (With increased hawkish forward guidance) – Risk on sells off hard
100 hike (With increased hawkish forward guidance) – Turn off the computer, go outside, buy a plane ticket to the U.S and we will storm the fed building. Its all over
So consumers stopped buying houses but started buying durable things.