CDZ Three more Fed Rate Hikes planned for prior to the Mid Terms

[william the wie]

Generally speaking taxes went up in the blue and some of the purple states while going down in the red and some of the purple states. Undoubtedly in some small number of the purple states tax changes are close enough to a wash to not be an issue. Capital and labor will migrate to where costs are lowest.

Rate hikes will lead to higher muni yields. Rate hikes are penciled in for March, June and September.

In order to pay those higher rates SALT rates will go up in states losing tax base but not so much for states maintaining their tax base and even less so for states gaining tax base. This result will increase out-migration from high rate states.

Voters voting their pocket books will mean much smaller gains for the Ds between now and the mid-terms and very little gain in the mid-terms. What result do you expect in the mid-terms?

 

[Toro]

Future Fed hikes are not planned.

They are dependent upon the data at the time.

 

[mudwhistle]

Future Fed hikes are not planned.

They are dependent upon the data at the time.

They are the primary reason for the market correction this week.

 

[william the wie]

Wage push inflation is getting stronger in the red and purple states so hikes are needed. Better stock prices are nice but inflation not exceeding 4% is necessary to avoid bubbles like the one that was developing in the stock market prior to the correction is necessary with two trillion in repatriated funds expected to come in we need rate hikes generally growing over years to 2-4%.

 

[JakeStarkey]

Depends on the generic congressional ballot and Trump's fate.

If it remains at 6% blue or better, the House Dems will pick up 28 to 38 seats and may lose 1 or 2 seats in the Senate.

If Mueller comes out with solid findings against Trump and the campaign, the election will be a slaughter of GOP candidates.

Fake Alt Right Media will not save the GOP.