Thursday, January 30, 2025

Morning Post 01/30/2025 SPX

Good morning STB!

Kinda wild. It’s like everything leftist disappeared in a week. No new narratives other than MAHA and MAGA. Kinda nice not having shit crammed down your throat 24/7. 

Good v evil

On to the lie - 

Minis up a bit. Doveish Fed? Rates didn’t change here, but elsewhere they got cut and rumors of more global QE are circulating. More fuel for the inflationary fire. The consumer is tapped out. Stores aren’t fully stocked. Don’t be fooled by what they want you to see. The honeymoon will end soon. The rocky counseling phase is coming. 

Have a good day. 

GL and GB! 

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