Real Vision: Finance & Investing
Is The Fed Done Raising Rates?
Nov 28, 2023
Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins Maggie Lake to discuss the decline in bond yields and the spike in oil prices. They also explore market sentiment, trading opportunities, and the wisdom of Warren Buffett amidst market chaos.
34:05
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Quick takeaways
- The bond market signals that the Federal Reserve may be done raising rates, indicating a positive outlook for stocks.
- Commodities like oil and industrial metals are experiencing varying trends, presenting potential buying opportunities in the energy sector.
Deep dives
Market sentiment and stock performance
The stock market has been relatively steady, with stocks trading unchanged for most of the day. There is a shift in market sentiment from negative to positive, evident from the recovery in the AAII bulls index and the CNN fear and greed index. While there may not be a runaway performance chasing phase yet, many investors who missed the recent rally are waiting for a dip to enter the market. Seasonality tailwinds and potential breakouts, such as the recent two sigma breakout in gold miners, suggest there are still trading opportunities in the market.
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