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Emrg Mkts Consumer Egshares

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I mean there is hella fear in the Econ right now but it’s seems as if we’re also in the midst of a boom as well shits wild
I'm not much older, just looking at historical macro-econ figures. I can tell you what I'm doing. I'm full port stocks on my retirement, and went 80% cash on my home down payment in early 2025. As far as "read" on the market, I haven't had a good read on it since like 2022 if I'm being honest. I tend to be market counter-cyclical based on the yield curve and that proved to not be a great read this economic cycle, I suspect some combination of rampant fiscal spending and AI bubble messed with that. Thankfully the market was already down 20% when it came time to get "counter-cyclical" in 2022 so I decided at the time to stay full bull.
today in intro econ
Hi future econ majors!
TRANS ECON
2P EST. I personally like using this site to see when we have econ data and other events releasing: https://tradingeconomics.com/calendar
10 dollar is big money in this econ for some people
This Econ data calls for a hike. Huge beats on retail sales, export prices, and import prices. Hot af
What confuses me here, is I assumed the rate cut was priced in with greater than 90% confidence over the last 2 months or so with continued weak employment data and acceptable cpi/ppi. (FYI I have an Econ degree and mba from top schools). I think the catalyst here, is you got lucky with timing with respects to the fed appointing Miran during your option hold, who gives one more positive vote to rate cutting.
isnt there a meme now with orcl earnings and how 2 phds in econ and finance couldn't have fathomed that movement with a double miss?
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