Aktienmark: Bullen since zurück – Aber alles depends on the Fed

US trading activity is the best in 24 years, amid a strong comeback of the Tech business. The Bulls are just getting started, the man again the best of the US economy: an aggressive turn of phrase by the Fed in a soft landing of the US economy. The young rezzessionsorgen after a well of the sluggish economic data, the high point in a sluggish labor market report, are much more. Statistics on the court of phrases could reward Powell in the following week.

Fresh economic data, which deals with the trading of money, the broader state of affairs of the US-Konjunktur-belegen, which the Aktienmarken schließlich their best work in those years protects. The buyer follows a more time of the ‘Buy the Dip’ strategy and experiences the rally after a 10% higher price of the US-Leitindex S&P 500.

Active brands with Monster-Rallye

The Aktienmark setzten on Friday is a steep Anstieg Fort, with the S&P 500 rallying 6.8% – the best performance in one of the Solchen Zeitraum on October 2022. Just a week before the many beach battles Speech by Jerome Powell in Jackson Hole, Wyoming, the managers of the Federal Reserve, the head of the Federal Reserve, are the best monetary policy leaders in the world. If the Fed nut banker eliminates inflation, the labor market is no longer a Wildcard and the Achilles sphere of the economy can be used.

The Aktienmark has become a quadruple production series, which will be its part of the war that is being waged by the Fed, while the Fed will never continue the sentence, a kind of partial abolition in the great volkswirtschaft of the foreclosure. If you experience an inflation lag and a firmer inflation in that period, the Fed can make a healthier landing.

“The rising inflation figures will boost the economy’s growth and provide a curious example of market optimism,” says Nationwide’s Mark Hackett. The ongoing “buy-the-dip” mentality can be countered, once you know what time the Seitenlinie is, the better.

S&P 500 new elevations

The S&P 500 held steady at 5.555. Most of the tech mega-corporations are expanding, all for Nvidia, that’s a strong comeback. Nike is getting a longevity of more than eight years. Applied Materials sank after a certain forecast, which kept going further, that made the intelligent intelligence a bigger profit. The VIX, Wall Street’s “fear monger,” started at 40:00 on August 5th, one of the fastest in the market could take a few years. Because it’s for the S&P 500, we could all be stuck by the Fed.

The 10-year government bonds are set at a triple base point of 3.88%. The dollar is noted for three weeks in Folge Verluste – the long series of March. Hedge funds have been working on the Japanese Währung since 2021, after the big Schwankungen found a market development market that can increase the credibility of the Yen Carry Trades. If the gold price exceeds the USD 2,500 market, the Fed will implement a price increase.

The Bull Market has addressed the risks

If the US-Aktien is more, see the summer sales as a pause in the bull market at the beginning of the end.

Of course, it is true that the trade in the future will predict more and more investments in the future, and will make the decisions, which the young Abschwung begins, which can change as soon as possible, which is a change. Here the US war and the geopolitical tensions come into being again. Under the upper fläche a unique signal is given.

This means that the US economy has now created a relatively small part of trade and war, because it is not the case that the Ausschläge, the senseless power of the Fed, the pandemic and other important economic consequences will disappear. Once demand has not increased, there is no new calibration possible, when the Wirtschaft ins Stottern is used. The S&P 500 is concerned with the development of the latest stock markets, which are – most suitable for technical analysts – a Zeichen for the anhaltende analysis of the analysis.

Positioning and macroeconomic factors shift the market position to positive, but the investor is still not focused on purchasing high-quality analyses, says Tony Pasquariello of Goldman Sachs.

“The war in the west of the Einbahnstraße, the pessimistic outlooks and a baric positioning heart punished hat,” said Florian Ielpo of Lombard Odier Investment Managers. “However, the economic data are increasingly for broader discussion. It is best if we experience more uncertainty, because there is an excessive optimism warning.

The Aktienmark rally stalled at the Fed

Bank of America’s Ralf Preusser believed that the next week would be impossible to separate, with the Fed either using the ZINs in those years at 50 to 75 years or becoming more aggressive. BNY Wealth CIO Sinead Colton Grant proposed ZINs of 75-100 basis points.

“I will stop a bully-mongering tendency at the American Sentence Festival and spend some time in Jackson Hole trying to sell as a shopping opportunity,” said Preusser.

Fed President Powell will speak at the Kansas City Fed’s policy symposium in Jackson Hole during Friday’s event.

As the Federal Reserve increasingly needs more money to reach peak levels, Powell’s analyses will be carried out as the Fed chief has pushed the economy into a new inflation lockdown after a bad market.

The price formation on the swap market has brought a stabilization and implied a Lockerung of about 30 basis points in the next month and more than 93 basis points to a year ago. It is a German backlash, after the trading activities of the Monats were still more than 150 basis points and Fed Senks for 2024 were out.

Powell Speech

“That arm was stopped after the hints were released, on Powell from a 25- or 50-basis point assumption,” says Ian Lyngen of BMO Capital Markets. “If you’ve had a fall on a 25-year basis point, and if you want to, you can move the flexibility of the page, while the formula that was used is still in place.”

“If Powell gives us the signal, the Fed will take on monetary policy in the US monetary union – without having to rely entirely on the context of the sense-making process,” say TD Securities strategists. “We are tying a sense-making process around 25 basic points.”

When the latest date is in the background, a phrase has appeared on the market on September 25, while Fawad Razaqzada of City Index and Forex.com is charting the stock market on the Labor Market by the Fed of the following Labor Market Reports separated for the day end Entscheidung sein.

Powell has made Zinssenkung purchases

“The Hauptbotschaft in Powell saved his life, the monetary policy research into its functional operation and the sentence level restriction over time,” says Anna Wong of Bloomberg Economics. “You could say that the risk in the Fed’s mandates – Civilization and Inflation – has increased in another way. Once you know that a sentence has been created, it’s not going to be 25 basis points or 50 basis points. It depends finally on the labor market report for August from.

I’m more of the many meetings in Jackson Hole near my thoughts and discussions, it’s more like I’m coming back to that Befürchtung zurück: that Powell has a different world, with tremendous enthusiasm, said Steve Sosnick of Interactive Brokers.

„Erscheint kaum angemessen, dass der Vorsitzende Powell in seiner Speech in Jackson Hole nächste Woche de Wahrscheinlichkeit (des Marketes) of more if three Zinssenkungen in this Year bekräftigt, that is dammit of the letzten on the Economic forecasts weit voaus true, now that few Wochen bevor die nächste fallig ist,” he noted.

FMW/Bloomberg

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