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Pastimes : The Philosophical Porch
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To: Rarebird who wrote (26023)6/6/2025 9:22:20 AM
From: Real Man  Read Replies (3) of 26251
 
The Fed is not pumping liquidity, they are off to standard monetary policy tool, Fed funds rate. If the economy stumbles that will get cut first, and I am not sure fed funds rate is going back to ZIRP. Basically, the last time the Fed pumped was during first Trump administration and Covid-19 when interest rates were still at zero. They have been in tightening mode for a few years now and inflation has gone down. They can cut plenty if there is economic weakness. The ECB never did Bernanke policy, and the narrow money grew only slightly,
thus the underperformance of EFA compared to SP500. A lot of it has to do with the Germans who oppose printing money. These are rich valuations

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