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Blackshore’s Substack
Blackshore’s Substack
Pre-FOMC Macro view
Market Data and Analysis

Pre-FOMC Macro view

A quick note on how macro looks going into the cutting cycle

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Blackshore Research
Sep 17, 2024
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Blackshore’s Substack
Blackshore’s Substack
Pre-FOMC Macro view
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Macro Market Outlook: Significant Opportunities Amid FOMC Uncertainty

The current market setup presents significant opportunities as we approach the upcoming FOMC meeting. This event will play a key role in reshaping both interest rate expectations and equity market momentum. With substantial dispersion and rotation evident in U.S. equities, we may be at a short-term inflection point that creates asymmetrical opportunities for generating alpha.

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