VIX Spikes as Market Has Tantrum | Fed Hawkish Cut| Inflation Not Getting to 2% | Dollar Index Breaks Out

Derek Moore and Jay Pestrichelli react to the Fed meeting where people are calling it a hawkish cut and a reset of future expectations of where interest rates end up. Plus, the Dot Plots say long run PCE Inflation will only go to 3% not 2%. Later looking at the Trade Weighted Dollar Index breakout and if it will become a problem for earnings growth in 2025. Of course, the big news last week was the spike in the VIX as the market had a temper tantrum. Finally, they go into earnings expectation, price to forward sales ratio, real retail sales, and more and even a wacky (or not) Amazon prediction.

Fed Hawkish Rate cut

Fed PCE Inflation Dot Plot 3% long run target

The Fed Pivot or Fed Reset in effect?

The VIX Spikes as the market has a tantrum after Powell press conference

Looking at current forward pe ratio for the S&P 500 Index now

Earnings expectations and the strong US Dollar

The US Dollar breaks out above resistance

Forward Price to Sales ratio getting elevated?

Goods vs services inflation

PPI services is still elevated

Would Amazon ever break out its business units to take advantage of AI and their chip?

Greenspan fed vs Powell

1994 bull market vs this bull market and does it mean longer to run?

Mentioned in this Episode

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek derek.moore@zegainvestments.com