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#TLDRstocks The Melt Up Continues As Rate Cuts Beckon

https://drduru.com/onetwentytwo/blog

The stock market leaned into a melt-up as a constant stream of IPOs signaled risk-on appetite even as a massive downward revisions in jobs in the 12 months through March, 2025 implied more than expected economic weakness ahead. Rate cuts beckon as a result of this broadening weakness, and Wall Street has chosen the positive side of the ledger. The market was not even fazed by an inflation report showing stronger pricing pressures in the economy. Thus, I see heightened uncertainty surrounding the immediate aftermath of the coming rate cuts. The current melt-up is likely pricing in a lot of good news from rate cuts. The presumed minimal margin for error could easily generate a sell-the-news reaction concomitant with September's reputation as one of the most dangerous months of the year. On the positive side, the current stability in market breadth maintains a bullish undertone to the market. more...

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The contents of this video do not constitute advice and should not be regarded as a recommendation to buy, sell or otherwise deal with any particular investment. The opinions expressed here are Dr. Duru’s alone and do not represent any former or current employer, customer, or partner unless otherwise stated. Any actions taken as a result of information presented here are done at the reader’s risk. Dr. Duru assumes no liability for the outcome of these actions. At any time and without notice, Dr. Duru may buy, sell, or otherwise dispose of trades and investments mentioned in this or any other video or related blogs. Past performance is no guarantee of future results.
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