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Robincapitalists t1_j6oqmop wrote

Reply to comment by Hopkinskid2022 in pls papa by ohmygorn

Over the last 6 months their end rate has moved up, as has the time they anticipate holding it that high. So yes, it can change, and did change to higher and longer.

The markets, equities and bonds are stuck in 2020, 2021 thinking. My opinion.

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Hopkinskid2022 t1_j6p44r7 wrote

I think the markets are waiting for that pivot where their end rate remains static (versus the end rate going up every fed meeting since last summer, as you mentioned). I think that’s the catalyst the markets are looking for (not 25 vs 50 bps, but more the messaging).

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Robincapitalists t1_j6pa5xu wrote

If the markets rally, the Fed will just keep raising and or hold the rate at 5% for a long time until the markets get the message. The Fed is not happy the market is trying to lead on a pivot.

I think we are in a different era. 2010s low-rate Fed assistance. I believe that is over for a long time.

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