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Scott explains why he doesn’t think further Fed hikes are justified. “We think we’re past global peak inflationary impulses, and so we think we would fade this hawkish rhetoric coming from the Fed. Our models say hikes are not justified right now.”

Delphi Digital

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27,863 views • 5 days ago •via X (Twitter)

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STANLEY DRUCKENMILLER: “The US economy is strong. I don’t think the Fed will hike rates. We have stimulus coming. All of this would be wonderful if we were undervalued. We are not. Valuations are toward the top range. The macro hasn’t mattered for the past decade, now it does.”

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And this is only ONE among the many lies we have been fed. To think, we are not who we thought we were. That is scary.

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Jeffrey Gundlach on fed funds tells @ScottWapnerCNBC: “If I had to take it under/over, I would think the Fed is going to cut more than the market thinks. I think we have 150 basis points of cuts coming, certainly by a year from now.”

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