NEW VIDEO: The Federal Reserve meeting and what this means for the markets
2nd May 2019 |
I had been waiting until yesterday to record this video update because it represented a significant day for the markets: the Federal Reserve meeting.
I think the outcome of the meeting represents either an all-change moment or at least a pause in the markets.
What I do in this video is give you a rational for reaching that conclusion and give a round-up of the portfolio as we have seen some profound moves both up and down.
I’ll focus on:
- The shrinking balance sheet and why this removal of liquidity was the reason for the market pullback in December
- The Powell Put and how it triggered the remarkable recovery, plus how the Powell Put will influence markets in the future
- Finally, I look at the bond market and tech giants for some clear market signals.
I finish off with my reasoning behind why I think we could be at the beginning of the bubble phase of this bull market and what could trigger the next recession.
All the best,

Eoin Treacy
Investment Director, Frontier Tech Investor