First rate cut is happening on March 2024 unless some geopolitical shock happens out of nowhere.

by DesmondMilesDant

The issue with macro is. When stocks go down because of macro they will at some point revert the move because of the same macro. War starts stocks drop and war ends stocks go up. Rates go up stocks go down and rates go down stocks go up. It’s a null sum game. The question is are you betting on more issues or things getting resolved.