Markets Weekly September 28, 2024

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#federalreserve #marketsanalysis
China opening the stimulus spigots
Oil weighed down by supply concerns
SNB and ECB Leaning Dovish

00:00 - Intro
0:54 - China opening the stimulus spigots
7:18 - Oil weighed down by supply concerns
10:03 - SNB and ECB Leaning Dovish

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Joseph Wang

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China's unleashing that stimulus power, oil feeling the squeeze from supply issues, and SNB alongside ECB going all in on the dovish side - major market vibes! Get ready to ride these waves and seize those opportunities in the financial arena. Stay locked in for the latest on these game-changers, let's secure those gains together.

alecapaula

I don't think Xi suddenly changes his mind. Rather he has been waiting for FED to cut rate. Now China can stimulate without RMB taking a hit. Stable RMB and global rate cutting can ensure outside capital starts to flow into China. Interesting note: After China cutting interst rate and other measures, RMB appreciates against USD. An important signpost.

nightnetter

The US economy is already in recession. Now rate cut will ignite inflation. The banks will tighten even more, all consumer and corporate credit lending. This is the beginning of a deflationary period for your assets. Stocks markets will decline, and stock values disappear in a blink of the eye. Businesses will begin layoffs in earnest which will soon be reflected in the unemployment rate and unemployment claims, to further solidify the recession. In fact, Now that the FED cut rates in Sept, it will signify that the Titanic is going under, and it will suck everything down. Retail and housing sales will truly decline as consumer hold off their purchases. The inverted yield curve will then turn positive, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Seren Wintersun, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

Crunchwantsfood

Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve.

GillerHeston

Joseph my dear friend! Masterful job going over the most salient maco happenings this past week. Thank you for your continued dedication to this channel! Respect 🙏🏻

chrisp

The china developments were interesting for sure. Internationally, money is getting cheaper and easier

masonsteed

Love your markers weekly. Clear and concise and not freaking biased with everything being a crisis

AntonStetner

Thanks, Joseph. Appreciate your addressing politics affecting the markets, the election in Japan and the European central banks. Good trading.

Lights_Darks

I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.

kortyEdna

Interesting and informative as always. Large gamma pin - is that the 112k+ call volume on the SPY 573? wondering how a large amount of options can effect the price of an etf that is supposed to track an index ?? Tried to get a VIX call Friday and bid too low and didn't want to chase it - would have been in the green for the day. Not sure about Monday with a dock strike looming.

ChuckSwiger

Would appreciate hearing more about Australia 🙏

Scott-llrb

why didnt you talk about the 61% short interest in FXI ?

SmartKidsRiddles

Why this time? Not other times from 2020 till now.

aminbolandi

Another great video! Any ideas as to why the 10-year treasury are inching higher they did announce a ½ point decrease. Thanks.

pbr

The FT article is misleading. It cites "people who are familiar with SA thinking". I mean who is that? I'd advise caution making decisions based on it. Many oil analysts claim there wasn't any official $100 target by SA. OPEC+ was already planning on increasing supply in December and that has been well advised before that article. There are other articles that claim the production increases in December are still not guaranteed as has been previously advised. The planned production increases in December are to be slowly rolled out over 2025 and are to be made in conjunction with expected cuts from Iraq and Kazakhstan who have not be fulfilling their end of the cuts. The timing of the article before the election is suspicious to me. FT released spurious articles during the banking crisis too so you have to be a bit skeptical of their reports now.

stephenadams