SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Kirk's Market Thoughts
COHR 185.83+5.8%Dec 19 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (13063)2/17/2022 10:31:34 AM
From: Sun Tzu  Read Replies (1) of 26811
 
I've since modified my thinking on this that a 50bp hike in March with a promise of waiting until June to reassess is the Fed's best course of action. But it is not a sure bet. They have to be concerned about the slowing global growth and the geopolitics too. It will look very bad for the Fed if they hike too hard and then have to back out. But now a 50bp hike is in the cards, but the market is overestimating how much the Fed is able to hike. The 10 year cannot remain above 3% for any extended length of time.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext