What stocks are you trading today

[Scott CWO]

Very, very big week in the market this week. There will be some major movement.

38% of the SP500 is reporting this week
FOMC meetings/pressers
Various economic numbers being released

And there is even more than that. Going to be interesting.

I call 25 bps cut to the Fed rate. Powell has no choice.

I hope you’re right but my guess is Powell will hold steady to be seen as not being influenced by Trump. Powell will wait until September to make a cut.

 

[Altitude sickness]

Powell was smart to see if the tariffs would have any impact on inflation before lowering interest rates.
The effects of lowering the interest rates are immediate, inflation is hard to get rid of.

Also, if he does it well into August or September, it will be rocket fuel to the economy, and that time of year is traditionally a slight slow down.

The economy had several boosts already. Why use them all at once. Powell did Trump a favor by waiting.

So a win, win for us and Trump.

 

[Boone66]

The only stocks that I'm trading are synthetic for wood.

 

[mdwest]

Powell was smart to see if the tariffs would have any impact on inflation before lowering interest rates.
The effects of lowering the interest rates are immediate, inflation is hard to get rid of.

Also, if he does it well into August or September, it will be rocket fuel to the economy, and that time of year is traditionally a slight slow down.

The economy had several boosts already. Why use them all at once. Powell did Trump a favor by waiting.

So a win, win for us and Trump.

Agree..

Drop .25 BP in about 2 weeks... then if possible drop it another .25 mid September.. just before Christmas retail shopping starts to drive American spending in Oct, Nov, and Dec..

The economy will continue in a gradual upward climb and will have improved in multiple sectors.. come January Trump will be able to point to a ton of growth and prosperity during his inaugural year.. which should help out a ton when mid term spin ups start happening around Feb/March..

Right now D's are having a hell of a time fund raising.. I saw an interview today saying R's have outraised them 4:1 since the election.. their other problem is they are being outpaced by R's in registering new voters..

If they cant bring new voters to the table, dont have the money to do all the things they typically do during election cycles, and the economy is booming in 2026... neither the house or the senate will flip and Trump will have a relatively easy final 2 years..

 

[VertigoBE]

Agree..

Drop .25 BP in about 2 weeks... then if possible drop it another .25 mid September.. just before Christmas retail shopping starts to drive American spending in Oct, Nov, and Dec..

The economy will continue in a gradual upward climb and will have improved in multiple sectors.. come January Trump will be able to point to a ton of growth and prosperity during his inaugural year.. which should help out a ton when mid term spin ups start happening around Feb/March..

Right now D's are having a hell of a time fund raising.. I saw an interview today saying R's have outraised them 4:1 since the election.. their other problem is they are being outpaced by R's in registering new voters..

If they cant bring new voters to the table, dont have the money to do all the things they typically do during election cycles, and the economy is booming in 2026... neither the house or the senate will flip and Trump will have a relatively easy final 2 years..

Crossing my fingers!

 

[HookMeUpII]

Agree..

Drop .25 BP in about 2 weeks... then if possible drop it another .25 mid September.. just before Christmas retail shopping starts to drive American spending in Oct, Nov, and Dec..

The economy will continue in a gradual upward climb and will have improved in multiple sectors.. come January Trump will be able to point to a ton of growth and prosperity during his inaugural year.. which should help out a ton when mid term spin ups start happening around Feb/March..

Right now D's are having a hell of a time fund raising.. I saw an interview today saying R's have outraised them 4:1 since the election.. their other problem is they are being outpaced by R's in registering new voters..

If they cant bring new voters to the table, dont have the money to do all the things they typically do during election cycles, and the economy is booming in 2026... neither the house or the senate will flip and Trump will have a relatively easy final 2 years..

A lot of what you're saying has more of a political spin, to which I subscribe to as well. However, I think Powell is just incompetent. He was late to the party raising which led to him almost destroying the banking system and creating a terrible housing market. He's late to the party again.

The labor market, in some aspects is softening. The real estate market is now really hurting nationwide, outside of a few hot markets. New housing starts I believe I saw were at a 25 year low, might be wrong on that figure.

I somewhat get the waiting to see tariff impact.

Either way, if it's not immediate, he's nuts not pencil in two more 25 bps decreases before year end. We're both in agreement there.