Wall Street is no longer in command of its own destiny. Having become thoroughly addicted to loose monetary policy over the past 15 years, Wall Street is now dependent on the Federal Reserve maintaining that policy just to sustain current asset prices. The more the Fed shrinks the money supply and shrinks its balance sheet, the further asset prices—stock prices—are going to trend down. There is no amount of Wall Street caterwauling that will overcome that fundamental consequence of asset price inflation.
2025 is not going to be a kind year to Wall Street. Consequences rarely are.
Links And Sources:
“Recession alarms are ringing on Wall Street. Here are 4 warnings economists are pointing to.”: https://archive.ph/mjX2j
“This Economy Is Doing Well?”: https://newsletter.allfactsmatter.us/p/this-economy-is-doing-well
Dow Jones, S&P 500, NASDAQ Percentage Results YTD: https://tinyurl.com/4cz3zu4m
“Wall Street Battered Again by Trump Chaos as New Winners Emerge”: https://archive.ph/tCK4w
“Stock market today: Back down goes Wall Street as Big Tech resumes its slide”: https://archive.ph/32S9B
“Stock market today: Wall Street slips, but remains on path to snap a weekly losing streak”: https://archive.ph/LFWSK
Dow Jones, S&P 500, NASDAQ Percentage Results March 17-21: https://tinyurl.com/3kt96b6f
Dow Jones, S&P 500, NASDAQ Percentage Results 2021-2025: https://tinyurl.com/3d3cw5zn
“Looking Back To Future Greatness”: https://newsletter.allfactsmatter.us/p/looking-back-to-future-greatness
Dow Jones Historical Data: https://www.investing.com/indices/us-30-historical-data
S&P 500 Historical Data: https://www.investing.com/indices/us-spx-500-historical-data
M1 Money Supply Historical Data: https://fred.stlouisfed.org/series/M1NS
“Not Only A Lost Decade But A False Decade”: https://newsletter.allfactsmatter.us/p/not-only-a-lost-decade-but-a-false
All Employees, Total Private (BLS): https://fred.stlouisfed.org/series/USPRIV
Employment Level (BLS): https://fred.stlouisfed.org/series/CE16OV
“Philadelphia Fed Confirms BLS Is BS”: https://newsletter.allfactsmatter.us/p/philadelphia-fed-confirms-bls-is
“Corporate Media "Discovers" BLS Jobs Data For 2023 Is BS”: https://newsletter.allfactsmatter.us/p/corporate-media-discovers-bls-jobs
“China Is Trapped In Deflation With No Way Out”: https://newsletter.allfactsmatter.us/p/china-is-trapped-in-deflation-with
“More Troubling News For China”: https://substack.com/@peternaylandkust/note/c-101242522
“Asleep At The Wheel?”: https://newsletter.allfactsmatter.us/p/asleep-at-the-wheel
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