Row 31988

Row ID: 31988 | Dataset Entry | Axioma AXP Content Repository

Content Data

This page contains data entry 31988 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

> This after it said we'd have cuts in 2023.

So I mean, I'll echo a comment I made below, conditions change over time and with it so does outlook. The only people who think a point in time outlook shouldn't change are those confessing that they don't understand what they're looking at. At the beginning of 2023 it sure looked like the trajectory of inflation would result in cuts by mid year, around late spring it became apparent that various sub sectors of the economy were experiencing stickier pricing pushes than expected. This happens, outlook changes to adapt, etc. When I see people online struggling to grasp the idea that outlook shifts with new information, I wonder what their actual experience in this world is, because that's to be expected.

>The market is so addicted to QE that it snorts hopium every month.

Rates have been above R* and we've been engaged in quantitative tightening for over two years now.

While I understand most of the posters here don't pay attention to macroeconomic minutia, what I don't understand is how a comment that would have been gross hyperbole in 2020 is getting upvoted in 2024 when macro conditions are literally the exact opposite of what you're complaining about and have been for years.

Is this sub that detached from reality?

>it'll be because inflation is down because people aren't buying because they don't have jobs

Ummm, yeah. What did you think demand destruction meant? This was an unspoken condition of fighting inflation the entire time. You can't see demand fall if people still have money to spend. It's either that or the 1970s over again lol.

FieldValue
text > This after it said we'd have cuts in 2023. So I mean, I'll echo a comment I made below, conditions change over time and with it so does outlook. The only people who think a point in time outlook shouldn't change are those confessing that they don't understand what they're looking at. At the beginning of 2023 it sure looked like the trajectory of inflation would result in cuts by mid year, around late spring it became apparent that various sub sectors of the economy were experiencing stickie…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-21
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Raw Record

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  "text": "> This after it said we'd have cuts in 2023.\n\nSo I mean, I'll echo a comment I made below, conditions change over time and with it so does outlook.  The only people who think a point in time outlook shouldn't change are those confessing that they don't understand what they're looking at.  At the beginning of 2023 it sure looked like the trajectory of inflation would result in cuts by mid year, around late spring it became apparent that various sub sectors of the economy were experiencing stickier pricing pushes than expected.  This happens, outlook changes to adapt, etc.  When I see people online struggling to grasp the idea that outlook shifts with new information, I wonder what their actual experience in this world is, because that's to be expected.  \n\n>The market is so addicted to QE that it snorts hopium every month. \n\nRates have been above R* and we've been engaged in quantitative tightening for over two years now.\n\nWhile I understand most of the posters here don't pay attention to macroeconomic minutia, what I don't understand is how a comment that would have been gross hyperbole in 2020 is getting upvoted in 2024 when macro conditions are literally the exact opposite of what you're complaining about and have been for years.   \n\nIs this sub that detached from reality?\n\n\n>it'll be because inflation is down because people aren't buying because they don't have jobs\n\nUmmm, yeah.  What did you think demand destruction meant?  This was an unspoken condition of fighting inflation the entire time.  You can't see demand fall if people still have money to spend.  It's either that or the 1970s over again lol.",
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  "datetime": "2024-05-21",
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Entry Information