The Black Box

[michalel97123]

Is it true to say that the fed is going into its 1/31 meeting with benign inflation, an inverted spooky yield curve, clearly weaker housing, oil nearer to katrina levels, & relatively disappointing earnings as well as guidance. If so, the next big story may finally be the end of the rate cycle. Then the markets reorient its view from now to six months from now and that could be the fundamentals that drive the market to those higher levels.