Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup – Forward Guidance

Bullish:

$USEQUITIES - Bullish outlook on the US economy and equities, with expectations of continued economic strength and potential upside.
$BANKS - Positive outlook on banks due to potential deregulation and increased lending capacity.
$CYCLICALS - Favorable view on cyclical stocks, particularly those associated with 'Trump trades', as they have reversed post-election gains.
$SMALLCAPS - Positive outlook on small caps, with caution advised for the first 1-2 months of the year.
$BTC - Growing interest in Bitcoin from non-crypto macro investors due to persistent inflation, suggesting potential upside.
$OIL - Oil shows resilience despite growth concerns, suggesting potential upside in the face of bearish narratives.
$CHINAEQUITIES - Cautiously optimistic view on Chinese equities due to expected economic support, but with concerns about long-term structural issues.