Would A Fed Rate Cut Matter? | Employment Revised Lower | Gold Reaches ATH | Inflation Expectations Drop | Largest 1-Day Single Stock Moves Higher

Derek Moore, Shane Skinner, and Mike Snyder team up to discuss whether a Fed rate cut matters as much as people seem to think, especially given that most people have mortgages locked in lower. Plus, reviewing the revised lower employment numbers and whether the economy is truly slowing. ORCL moved 40% higher at one point in a single day, but what other large companies have moved that much? Later, based on U-Mich surveys, inflation expectations are dropping while Gold reaches a new all-time high even on an inflation adjusted basis. All this and more this week. 

 

ORCL single day move vs Volkswagen in 2008

University of Michigan inflation expectations survey

Employment revisions

Gold price vs Gold Mining Stocks

Fed rate cuts are coming but what does it mean for housing?

Bond PE ratios

Market expectations for Fed Funds dip below 3% by end of 2026

Distribution of outstanding 30-year conventional mortgage borrower interest rates

 

 

 

Mentioned in this Episode

 

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek [e-mail]