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"Last few hikes: and then?"
This week we discuss about the softer US inflation print for November, prompting the Fed to slow down the pace of interest rate hikes top 50bps later this week. Same is likely to happen in Europe with a ECB hike of 50bps. This is important because it means that inflation fears are fading away, and we are closer to a peak in interest rates.
But we will explore in the episode that while in the last 30 years the strategy of "BUY the last hike" (=buy stocks when the last hike approaches) has always been working, it didn't work in the 70s when peak rate overlapped with a recession. Then, the right strategy has been "SELL the last hike".
The full insights can be found on the latest post www.monetharia.io/posts/13-12-2022.
Follow us on Spotify and register on the blog not to miss any weekly update: www.monetharia.io/blog
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By Nico and BastiThis week we discuss about the softer US inflation print for November, prompting the Fed to slow down the pace of interest rate hikes top 50bps later this week. Same is likely to happen in Europe with a ECB hike of 50bps. This is important because it means that inflation fears are fading away, and we are closer to a peak in interest rates.
But we will explore in the episode that while in the last 30 years the strategy of "BUY the last hike" (=buy stocks when the last hike approaches) has always been working, it didn't work in the 70s when peak rate overlapped with a recession. Then, the right strategy has been "SELL the last hike".
The full insights can be found on the latest post www.monetharia.io/posts/13-12-2022.
Follow us on Spotify and register on the blog not to miss any weekly update: www.monetharia.io/blog