Nothing is an option. Cash has quite literally been king as in the dollar trade has been the best trade to make. I’m not a long term investor, I trade trends so it is not important for me to pick tops or bottoms, I just need to identify when the trend changes. Realistically, you’ll need a monetary policy shift likely due to recession or a black swan event before things start moving in a clear direction. A best case scenario is just a sideways equity and bond market for a few years
Yes but that’s why they’re raising rates (part of the reason). They need rates high so they can cut them again eventually. But it’s likely the first thing the do is pause for awhile. They won’t risk inflation spiking again with them patting themselves on the back
If you play in different asset classes, you never have to be out of the market.
Tech stocks generally need a low rate environment to thrive because generally they trade on dreams and not actual you know..money making. so until the market really starts a tying unruly and you get a policy shift, your tech holdings are dead money and maybe even a loss depending on where you bought.
No. I’d look across the pond for your answer. UK announcing early in the day (their time) that they’d be buying gilts. I imagine speculators here took that as a sign that the government here will eventually blink and the party will be back on
Every country devalues their currency, it’s not a huge deal in their minds. Certainly when it comes to oil, dollar is king. But I’d disagree about the US having to pivot, generally in tightening:loosening cycles, someone has to be the adult in the room, that could very well be us. I see no reason why we don’t test 118+ in the dollar over the next 18mos