
MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
Macro Voices
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The End of the Hiking Cycle
Before the biggest bank run in US history, equities were rolling over well below the 200-day moving average. Luke Hintz: If what we're going to see is an end to the hiking cycle and it seems like investors are just paying attention to the Fed policy more than the real economy these days,. Does that mean that it's time to buy the stock market handover fist because the end of the hiking cycle is going to take it higher? He says if this is it, I think equities will do well. You probably see actually emerging market, European, Japanese equities probably do better than US equities. And you'll see commodities and industrials do better than
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