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re: Predictions on what the CPI will come in at tomorrow and how the markets may react

Posted on 10/13/22 at 8:21 am to
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11194 posts
Posted on 10/13/22 at 8:21 am to
quote:

It feels like these CPI reports are lagging


Congratulations! You are now more qualified to sit on the FOMC than all 12 sitting members.

What rate range will incentivize more O&G investment? 12-15%? What rate range brings down rent increases from 2 years ago?
This post was edited on 10/13/22 at 8:22 am
Posted by PUB
New Orleans
Member since Sep 2017
18308 posts
Posted on 10/13/22 at 8:27 am to
Rent, insurance, food and health care costs NEVER come back down. Most of the basic stuff to survive just goes higher even when wholesale declines. Bigger margins become ALL profit or bonuses.
Posted by Hussss
Living the Dream
Member since Oct 2016
6744 posts
Posted on 10/13/22 at 8:37 am to
And the VIX opens down

No shock here. Everything about this is a controlled and orderly walk down.
This post was edited on 10/13/22 at 8:40 am
Posted by PUB
New Orleans
Member since Sep 2017
18308 posts
Posted on 10/13/22 at 9:06 am to
Those great "hedges against inflation" and "wealth preservation" assets Gold and Silver are in the cesspool. Silver appears to be nothing but an industrial metal in massive supply and low demand.
Posted by TigerTatorTots
The Safeshore
Member since Jul 2009
80802 posts
Posted on 10/13/22 at 9:17 am to
quote:

What rate range will incentivize more O&G investment?
No rate will incentivize that with a D administration. It will just be blaming of big bad O&G 24/7
Posted by GEAUXT
Member since Nov 2007
29279 posts
Posted on 10/13/22 at 9:17 am to
I love how every news story says prices rose "more than expected."

Who the frick is setting the expectations?
Posted by DTRooster
Belle River, La
Member since Dec 2013
7962 posts
Posted on 10/13/22 at 9:28 am to
Could end up green. They’re trying to get every dollar they can thru big moves to break stops and grab buy orders. A lot of traders are getting their arse handed to them you can believe that. Grab ahold it’s gonna be a wild ride and we can’t stop now
Posted by JimMorrison
The Peninsula
Member since May 2012
20747 posts
Posted on 10/13/22 at 9:48 am to
Inflation is priced in at this point.

Same goes for rate hikes.
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11194 posts
Posted on 10/13/22 at 9:59 am to
quote:

Inflation is priced in at this point.

Same goes for rate hikes.



Yes, all of those people contributing 10% of their income bi-monthly have re-adjusted their DCF models and are calculating deep value in large cap equities
Posted by FredsGotSlacks
Baton Rouge
Member since Mar 2008
815 posts
Posted on 10/13/22 at 10:04 am to
Monetary metals are pegged to the DXY. DXY has a little run left in it before a free fall after the pivot. I think DXY gets to the 120 range before violently collapsing to the 85-90 range by 2024
Posted by MikeyFL
Las Vegas, NV
Member since Sep 2010
9613 posts
Posted on 10/13/22 at 10:11 am to
Soo... who guessed the market would start down by 500 points and then be in the green by 11am?
Posted by PUB
New Orleans
Member since Sep 2017
18308 posts
Posted on 10/13/22 at 10:12 am to
120 would slam metals down another 30% but no shock that silver would be worth 20% of 12+ year old highs either.
Posted by CarolinaGamecock99
Member since Apr 2015
21917 posts
Posted on 10/13/22 at 10:18 am to
Clown world market
Posted by Zzyzx
Member since Nov 2018
1887 posts
Posted on 10/13/22 at 10:27 am to
Me. On the first page.

Knowing makes people feel comfortable, even if it’s bad news. It was going to go green today.

It’ll go red again next week
Posted by FredsGotSlacks
Baton Rouge
Member since Mar 2008
815 posts
Posted on 10/13/22 at 10:33 am to
quote:

120 would slam metals down another 30% but no shock that silver would be worth 20% of 12+ year old highs either.

They are so oversold that I don’t think they’ll get that low. I think silver gets to 16 and gold maybe to 1500 before a violent reversal. I’ll start buying back into the miners here very shortly and probably get my arse handed to me but there are worse places to be IMO
Posted by FLObserver
Jacksonville
Member since Nov 2005
14488 posts
Posted on 10/13/22 at 10:37 am to
Down big at open. UP big at Lunch and probably back down by end of day .
Posted by TigerTatorTots
The Safeshore
Member since Jul 2009
80802 posts
Posted on 10/13/22 at 10:49 am to
What a day
Posted by Jag_Warrior
Virginia
Member since May 2015
4127 posts
Posted on 10/13/22 at 7:54 pm to
quote:

Soo... who guessed the market would start down by 500 points and then be in the green by 11am?


This guy and his friends who made it happen?

Posted by JimMorrison
The Peninsula
Member since May 2012
20747 posts
Posted on 10/14/22 at 4:16 am to
The bond market is expecting the Fed to pause after November's rate hike (likely 50 bps).

Money will flow back into risk assets. Don't get caught being short at the bottom
Posted by TrussvilleTide
The Endless Void
Member since Sep 2021
4069 posts
Posted on 10/14/22 at 6:42 am to
quote:

Rent, insurance, food and health care costs NEVER come back down. Most of the basic stuff to survive just goes higher even when wholesale declines. Bigger margins become ALL profit or bonuses.


Don't worry, all those extra profits will trickle back down eventually *Waves at the ghost of Reagan in the clouds*
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