2007 All Over Again? Brace for the FED CUT Fallout

We’re right on the cusp of potentially the biggest moment this year across financial markets, with the Fed almost guaranteed to start cutting interest rates this coming Wednesday in their attempt to prevent a recession.

Today, I take a look at whether they will cut 0.25% or 0.50%, and how right now is eerily similar to back in September 2007 when they did the same thing. I share my insights and stories from back then, when I was working for an investment bank, along with taking you through the charts and a range of possible outcomes we could expect.

I also shine light on why the financial media is not talking about the US dollar and gold, which just broke out again today to fresh all-time highs.

It’s happening here folks, don’t miss this one!

Hi there!

My name is Jared Mann, I’ve been trading and investing for 20+ years. I previously worked for a large investment bank in the treasury department. I resigned in 2008 and have been trading, investing and running businesses since then. It’s my pleasure to bring this Daily Market Review to over 10,000 investors from all around the world to help keep you up to date on every thing happening across financial markets in stocks, bonds, commodities, currencies and more.

Thank you for tuning in and supporting this channel!

Video Content:
0:00 - Start
0:22 - Markets Overview
4:00 - Stocks Bounce
8:21 - S&P500 Seasonality
9:46 - Economics & Yields
11:58 - Will 2007 Repeat?
17:37 - Dollar in Freefall
19:29 - Hiding of GOLD
20:59 - The Rise of BRICS
23:48 - History in Space
24:40 - Market Summary

#marketanalysis #stocks #gold #bonds #oil #stockinvesting #stockmarket #commodities #currency #technicalanalysis #stockcharts #SP500 $SPY $QQQ $IWM $VIX $TLT $GLD $USO $BTC $AAPL $TSLA $NVDA $AMZN $MSFT $GOOGL $META $BABA $FXI

*Please note, all political commentary on this channel is intended to be neutral, with a focus on the facts and how it relates to the markets.

*Financial Disclaimer: All of our content is not financial advice and should be considered as educational only. We are not licensed financial advisors. Please use our content, products and services at your own risk. Trading stocks, ETFs, commodities, forex and other instruments comes with significant risk of loss of capital and isn’t suited for everybody. Please don’t copy our trades and always trade at your own risk.

[knight]

found your channel 1 month ago and i don't think I've missed a video keep it up love your style

[apostle]

This is what will continue to drive the markets higher, as everyone has been predicting or expecting a recession for the last 2 years, while also desperately trying to equate the 2008 market crash to the current setup in today's market. But if you zoom out over the longer period moving avgs, the 20, 30, 40, 50, 200 weekly timeframes, and go back to 2007-2009, the S&P before the crash in Sep 2008 had already started to completely roll over and was below all those moving avgs. This is in stark contrast to today, as we are above all those moving avgs with a completely bullish look. Anything can change but I will always take what the market is giving or telling you, and right now and the foreseeable future it looks very bullish.

[asteroid]

On my bingo card: 50 bp cut could crater the dollar past parity with another episode of the yen carry trade getting margin called. Meanwhile inflation comes roaring back as it did back in the 70's keeping the fed from aggressively cutting rates all the while earnings drop as unemployment rises. The consumer spending falls to very low levels. Other side of my bingo card has: fed nails soft landing or minor recession.

[napoxv]

The community appreciates all the wisdom you bless us with, keep up the great work. cheers

[stonksto]

One of the few channels I actually subbed to. Thanks for providing such quality content. Keep up the good work.

[teaspoon]

What a week ahead! Have a nice one Mr.J!

[theflyingscott]

I'm also starting to wonder whether this ongoing US dollar weakness might start impact stock markets like it did back in 1987. There is a lot of international capital invested in US markets and I'm starting to wonder whether continued dollar weakness starts to see intensified selling of US equities from global institutions, in the short term only. Dollar index is obviously testing support at the 100 level now.... What would happen if it is breached?

[MillieLeung]

Thanks for this great video Jared - very interesting to see the comparison between 2007 and today. Lots of uncertainties in the market right now - deteriorating US job market, accelerating of wars, US election, increasing US and China tensions, strengthening of BRICS, further unwinding of the carry trade, etc. Will be interesting to see what happens next week after the rate cut.

[Goofball]

Great format and presentation mate! Love this channel

[MrSmf]

Mondays have green bars 22 of the 33 weeks this year. One trend I noticed was that there were a handful of solid green candles meaning it closed lower than it open yet still green. Last year Mondays were green 33 of the 43 Mondays that were traded. Historical averages aren’t very helpful the last couple of years in regards to which days trade best. Earlier in the year I would short the market going into Fridays close only to get destroyed Monday. Perhaps this trend reverts to the mean, but for now I’d say you’d do really well to buy on Fridays close and sell at some point on Mondays.

[fedcba]

Followed and Like 👍 everyday. Thank you, J

[Steve_Byron]

Much different situation now compared to 2007.

[joeashbubemma]

I don't think equities that have been beaten up through 2022-24 will get hit as hard. Flow is mostly going through "AI" chips etc..a lot of these stocks are trading at insane values. I'm just building a warchest, selling off at the end of the year, and wait for the inevitable.

[TruckerBod]

Carry trade risk perhaps? More unwinding

[MarketTriangle]

Aussie Accent Im in !!! It certainly is a 2007 set up with the threat of war lingering. Im on the Gold and Silver train 10% in my super other 90% getting 5% I dont trust this market. Its to frothy. Alot of stocks outside of the popular ones have been crashing since 2022.

[TMTFish]

Loved that you brought up the Russian and Ukraine situation. I feel like so many of us have swept that under the rug impacting our investment shit.

If that shit breaks loose again and hell starts, we are in for a death spiral down if it gets out of hand .

[nathanmoon]

Don't know if I'm smart enough to see a major catalyst coming with certainty, but perhaps several smaller fires that cause things to boil over. Have you examined the divergence between GDI and GDP, and if you think that might point to underlying labor weakness that would lead to a 50 bp cut?

[benjaming.]

Market rallied during 57, 66, 84, 89, 95, and 2019 rate cuts. I’m not sure sure we are doomed to repeat 2007. We have QE that can be flipped on like a switch now. MBS and TS fill the balance sheet and like magic, we are “above water”.

[RWayneCumberland]

found your channel today i'm still learning been dabbling for years want to learn to trade like what your saying

[jurgenpommerenke]

I am ready to short after the FED. 50% precious metals in my portfolio pays out.