Hilarious, now higher rates are positive for stocks ??

Looks like I'm seeing most of his promises not materializing .......

I want to see every single thing he mentioned and promised in his debates to become reality....

As for the Republican Congress approving that trillion dollar package you don't think it's going to happen? That would be huge NEGATIVE to trump as this is one promise he made over and over and over during his rise to President...if we see friction between a Republican President and Republican Congress we are in trouble!!
Congress is packed with old school Republicans. They historically have opposed big spending packages unless it has to do with defense.
 
No one knows for sure where rates are headed, but now that Trump is president and plans on spending huge on infrastructure and is pro business everyone on wallstreet has this mentality that all of the sudden gdp is going to skyrocket and rates are going to have to rise to keep inflation steady....I'm laughing.....no one knows what's happening.....its all a guessing game...but funny to see how quick everyone has changed sides and is rooting for "change"....



Lol, remember how that "guessing" turned out for everyone predicting the election result..... :D
 
Bullish for commodity and emerging markets stocks, not S&P500 neither Nasdaq.
Energy & materials are 10% of the S&P. 0% for the Nasdaq.
Thas was another story during former economic cycles because commodity sectors could represent more than 30% of the index.

CM

The data says otherwise. It is what it is. Sure enough, rates went higher and so did stock prices. That's what I love about data analysis. It's usually right when done correctly.
 
It seems a lot of companies are blaming lackluster earnings on a strong dollar. I'm sure there are many reasons for weaker earnings, but if you accept that it's at least partially responsible in some cases, I would think a higher rate and therefore stronger dollar will not lead us to ATHs.

It's all a guessing game at this point, we could have the rate hike in December and have it be the only one that year (again). Yellen seems determined to finish her term.
 
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