Why a Fed Rate Cut Doesn’t Always Lift Stocks
A cut is only the starting point. What matters is why the Fed cuts, how fast, and how much is already priced in.
Archive
Notes
Three short notes on U.S. finance. Newest first.
-
Fed
-
Inflation
U.S. Inflation: Look Beyond CPI
CPI gets the headlines; PCE is closer to the Fed’s view. Read both, or one month can mislead you.
-
Markets
Does an Inverted Yield Curve Really Signal Recession?
An inversion is a warning, not a countdown. It flags risk, but it cannot set a position on its own.