Businesses warn investors they can’t pass on costs; “growth concerns” loom this fall. Fed rate cuts could harm stocks, accelerating shift to bonds and imploding the carry trade.

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Of course Julian Emanuel (Sr Director of Derivatives) wants everyone to stay fully invested.

He fails to explain derivatives speculation in small caps while mega caps sell off is always how the market finishes the economic cycle right before collapse.https://t.co/C0RiBmR3J6

— Financelot (@FinanceLancelot) July 31, 2024

I'm shocked people think rates will go down instead of doubling like the 1970s when everyone starts dumping Treasuries.https://t.co/8vgdoFIYhw

— Financelot (@FinanceLancelot) July 31, 2024

The worst thing the Fed can do now for stocks, is to cut rates.

Because that will accelerate the outflow from stocks to bonds and it will implode the carry trade. pic.twitter.com/ErgU7mQzBi

— Mac10 (@SuburbanDrone) July 30, 2024

https://x.com/chigrl/status/1818590478381551650

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