03-23-2025 Jay May Be a Goner or "Stay a Little Longer" 

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So calm and so cool, markets try to be

But it don't bother trends.

The Fed reduced its selling of Treasuries. Consequently, it can provide more liquidity for investors moving from Stocks to short-term Treasuries. Chairman Powell also confirmed his desire to reduce the MBS portfolio to zero.

When contrived markets, become free again, it's wild initially. Despite rising inflation risks, markets are relieved that the FOMC still anticipates two rate cuts this year. Stable and cheap Oil and a looser Fed support lower rates.

One last kiss, and then Jay's a goner, and Bonds wishing you could Stay A Little Longer.

These views are mine. Catch a goner at TMSpotlight.com.

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Song: Stay A Little Longer (2015) Brothers Osborne