Rate Of Return
NVIDIA Return RateFed is reacting to economic strength. Robust retail sales, 172k new jobs and a structural AI capex boom proved demand is strong enough to absorb higher rates. inflation is elevated due to temp geopolitical energy shocks, not systemic economic overheating. By abstaining from forward guidance, Warsh protects growth optionality. Hawkish stance noe provides a safety net against inflation but then. the fed could do a 360deg turn later?
☕ [Task Coins Giveaway] Daily Market Talk — Warsh's First Meeting, Markets Didn't Like It
Warsh's first Fed meeting flipped expectations hawkish — S&P -1.2%, Nasdaq -1.3%. SpaceX had its first down day post-IPO, Apple's warning on iPhone price hikes, and SG exports hit a 20-year high. Let'...
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
