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How a lot did markets dislike Powell’s presser at this time? It was the worst final 90 minutes of a Fed Day for the S&P (-3.2%) since 1994 (when the Fed started asserting coverage selections on the day of the assembly).
Learn our full evaluation in tonight’s Nearer: https://t.co/MKhmUCp8DC pic.twitter.com/H5uouP2yqz
— Bespoke (@bespokeinvest) November 2, 2022
The Fed is attempting to tighten monetary circumstances and hold them tight.
Speak about a Fed “pivot” will be complicated as a result of a slowdown within the tempo of mountaineering doesn’t essentially imply an earlier finish to hikes given the necessity to hold monetary circumstances tight https://t.co/IgfJO0copI
— Nick Timiraos (@NickTimiraos) November 2, 2022
We will safely name this an analyst forecast capitulation. S&P 500 estimates now falling for the 2 years forward. pic.twitter.com/NNFuzyD0XP
— Gina Martin Adams (@GinaMartinAdams) November 1, 2022
Whereas most firms are beating (lowered) earnings estimates, there’s an unmistakable slowdown in EPS progress. Ex-energy, earnings progress for 2022 is anticipated to be a modest 1.8%, with danger to the draw back. pic.twitter.com/PoTAs618no
— Jurrien Timmer (@TimmerFidelity) November 2, 2022
Gundlach:
“Tax loss promoting is the most important danger to the market going into 12 months finish. I imagine that is the most important tax loss promoting alternative in 2 generations”
— QE Infinity (@StealthQE4) November 2, 2022
Me/folks getting pitched $TWTR by an ARKK Enterprise Fund on A16z backed Titan App TODAY after one other fee hike of 75 beeps usually are not how tech bottoms are fashioned…really it is distasteful !
I’m improper a LOT, however not about this (hope I’m improper …however I’m not…however hope I’m) pic.twitter.com/1x24st2IeX
— CanadianCommieSnowflake (@howardlindzon) November 2, 2022
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