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Would A Fed Rate Cut Matter? | Employment Revised Lower | Gold Reaches ATH | Inflation Expectations Drop | Largest 1-Day Single Stock Moves Higher
Manage episode 506721709 series 2426951
Derek Moore, Shane Skinner, and Mike Snyder team up to discuss whether a Fed rate cut matters as much as people seem to think, especially given that most people have mortgages locked in lower. Plus, reviewing the revised lower employment numbers and whether the economy is truly slowing. ORCL moved 40% higher at one point in a single day, but what other large companies have moved that much? Later, based on U-Mich surveys, inflation expectations are dropping while Gold reaches a new all-time high even on an inflation adjusted basis. All this and more this week.
ORCL single day move vs Volkswagen in 2008
University of Michigan inflation expectations survey
Employment revisions
Gold price vs Gold Mining Stocks
Fed rate cuts are coming but what does it mean for housing?
Bond PE ratios
Market expectations for Fed Funds dip below 3% by end of 2026
Distribution of outstanding 30-year conventional mortgage borrower interest rates
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek [email protected]
343 episodes
Manage episode 506721709 series 2426951
Derek Moore, Shane Skinner, and Mike Snyder team up to discuss whether a Fed rate cut matters as much as people seem to think, especially given that most people have mortgages locked in lower. Plus, reviewing the revised lower employment numbers and whether the economy is truly slowing. ORCL moved 40% higher at one point in a single day, but what other large companies have moved that much? Later, based on U-Mich surveys, inflation expectations are dropping while Gold reaches a new all-time high even on an inflation adjusted basis. All this and more this week.
ORCL single day move vs Volkswagen in 2008
University of Michigan inflation expectations survey
Employment revisions
Gold price vs Gold Mining Stocks
Fed rate cuts are coming but what does it mean for housing?
Bond PE ratios
Market expectations for Fed Funds dip below 3% by end of 2026
Distribution of outstanding 30-year conventional mortgage borrower interest rates
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek [email protected]
343 episodes
All episodes
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