Washington Post (December 2)
“The debate now is when the Fed will start cutting interest rates. Stocks ,, come by May. That would certainly help the housing market, which has frozen with mortgage rates at the highest levels in about two decades.”
Tags: Betting, Cutting, Debate, Fed, Frozen, Highest, Housing market, Interest, Investors, Mortgage rates, Rallying, Rates, Stocks
Seeking Alpha (December 14)
“Given the latest CPI and PPI data, the fate for an accelerated taper appears to have been sealed and what is likely to be a much more hawkish tone out of the Fed.” In spite of this, “the equity market has lived in fantasyland over the past week, rallying off a massive drop in implied volatility.” Still, the realization is dawning “that the Fed is no longer the stock market’s friend.”
Tags: CPI, Equity market, Fantasyland, Fed, Hawkish, PPI, Rallying, Taper, Volatility
