Spotlight: Google, Inc. (GOOG)
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Are we there yet?
All year in From The Trading Couch(FTTC), we’ve discussed upcoming policy changes and examined interest rate-sensitive sectors, bond yields, and the U.S. dollar (USD). We reviewed different cycles to gauge what to expect moving forward. Now that rates have been cut, why aren’t markets reacting as expected? Why are mortgage rates rising? Is it different this time?
Finally, rotation!
Throughout the year, we’ve discussed the rotation out of mega-cap tech stocks into higher beta assets, analyzing the accumulation phases that anticipated changes in monetary policy.
