Iran's president: Tehran is willing to restore the "Islamabad understanding" and to honor related commitments. - $QQQ $SPY $USO
Share your thoughtsWhat's on your mind?
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- J
END OF MONTH REBALANCING IS STILL ACTIVE.
9/28 -9/30 Trimming Stocks to Buy BONDS is Pension Plan 101 Monday, Tuesday and Wednesday IMO.Controlled Selling, Rotating into slightly more fixed income but after they are DONE, if the WAR can Come to a Peaceful End, Rates Fall, Oil Falls and Selling Pressure from Pensions is out of the way.That helps Stocks leading up to the 10YR and 30YR Auction on 10/7 & 10/8.PCE is 9/30 along with $Micron Tech(MU.US) Earnings, that is a MARKET CLUSTER! - A
the reason the administration is not doing anything about bond yields, in my opinion, is because the stock market is up.
when did trump pivot policy in the past?- 2025, SPY down 30% (lol), trump pivots on reciprocal tariffs- 2026, SPY down 9.7%, trump gets a ceasefire with Iranthe market is barely off from ATHs. if people were feeling it in their 401ks, like really feeling the pain, the admin would be doing something about it. that's what they use to judge themselves. bond yields keep going up and the market continuing to give trump the benefit of the doubt means he and besssent probably think they have more time and don't have to take action as quickly.if stocks were to really, really dump...then historical evidence shows us that Trump would pivot. if they don't, then the resiliency of the market will continue to fight the Fed and give Trump time to eventually end the war.Source: amit
- B
Trade on Longbridge!
Long image
- S
If you're curious about the random $SPY / $QQQ candle:
Just now, “US and Iran discuss phased deal to reopen Hormuz and end US blockade" - Reuters- "A deal before the midterms could benefit Trump, as reopening Hormuz could ease tensions in the Gulf, contain oil prices and help bring down politically sensitive US gasoline prices."- "Trump has said he thinks the US and Iran could reach a deal after midterm elections to Congress on November.”Would make sense for Trump to want markets as strong as possible during Midterms elections… - T
We're now seeing another 4 rate hikes for the following year. that's 100 basis points or 1%. That's not friendly for the stock market.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — 10-Year Yield Tops 5%, Highest Since 2007A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
- D
Fxed deposit rates are going up so the impact of the US Fed rate hike is already being felt. I think local banks will still be resilient so I don’t worry my head over short term fluctuations.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — 10-Year Yield Tops 5%, Highest Since 2007A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
- L
Elevated bond yield is here to stay for a while and I'm in no hurry to add quality REIT. Nibbling just a bit here and there, expecting better discount ahead.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — 10-Year Yield Tops 5%, Highest Since 2007A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
- N
Well the truth is: short term volatility is unavoidable and is "the new normal", or at least when Trump is still in office. Normally we would be used to seeing slower but longer period of growth, hitting new highs before another period of retracing and consolidating. However, with Trump's tariffs policies and the start of US-Iran conflicts, these have led to shorter but more abrupt ups and downs in the stock market. Great for traders, doesn't matter for long term investors. Just trade cautiously after doing your due diligence
Featured☕️ [Task Coins Giveaway] Daily Market Talk — 10-Year Yield Tops 5%, Highest Since 2007A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
