In this video, I explain how there is growing excitement in Wall Street because of inflation starting to finally ease, and the resulting prospects of the Fed starting to cut rates soon! I also explain in this video how Wall Street’s expectations of Fed starting to cut rates being bullish for stocks are borne out of completely misplaced assumptions and how there is absolutely nothing to cheer about the Fed starting to cut rates - either for the economy or for equity markets. And it so because the real reason the Fed has to start cutting rates towards the end of every business cycle is NOT because it really intends to pander to Wall Street, but because economy is in such a bad state and demand slowdown so severe that the Fed simply has no option left by then but to cut rates, in the hope that rate cuts would be able to salvage the economy and prevent it from slipping into a recession. And yet history shows that Fed has hardly ever been successful in this, and that the US economy invariably slips into a recession anyways, despite the Fed cutting rates!

@viperking88

Ай бұрын

Pretty much repeat content, but I do like your channel, very few content on this topic in KZread

@craky9168

Ай бұрын

hi sir 2008 and 2020 are not inflationary period you can compare current senario with 1970 -1980 during that time infalation also there during that time market did not crash that much and in 1970 fed balance sheet did not exist but now if recession fed will print money and revival econamy soon you can see that in 2008 and covid crash so if market crash its very fast and recover also very fast like 4 to 7 month ( its just my opnion )

@omkarlinga9002

Ай бұрын

23:00 if the big players get together , they can start selling. And that can lead to a decline instead of rally in the stock market when the rate cuts start.

@Shobhitkala

Ай бұрын

Sir can you impose bank nifty on this chart. As we also expect the markets have given good returns in last year so they should consolidate or correct for some time while with interest Rate coming down finance stocks will be the beneficiaries as many of them have not given much runup so PE expansion is on cards in many of them...

@Desh930

Ай бұрын

Ignore what people say . Your content is great give a great insight and learning. Why don't you come up with more videos comparing rate cut to different sectors like Banking, NBFC, Real-estate, FMCG.

Most underrated channel. The epitome of clarity towards the Economy and how it impacts the Stock Market. Your videos on How to time the recession using metrics like Yield curve inversion, Fed rate cuts, and Reverse repo liquidity are simply stupendous

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video

All the finance channels that have grown exponentially are the ones thats been shouting crash crash but you with your data you sounds genuine aand well informed. :)

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video

The video is very good sir.Thank you sir

Appreciate for such eye opening channel!

@IndraanilGuha

24 күн бұрын

Many thanks... glad you liked my content!

Good teaching, wonderful!

@IndraanilGuha

Ай бұрын

Glad you enjoyed it!

such a clear explanation on rate cuts and economy behaviour. You sir truly make it very easy for us to understand these financial topics.

Super analysis and good content

One of the best Video, thanks for explaining in details.

@IndraanilGuha

Ай бұрын

Many thanks for these kind words... glad you liked the content

Thanks for your clarification and information. Please continue sharing the market insights

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Just impeccable clarity with which you have presented the content.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Good to have your video.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Excellent insight. Really delightful to watch your videos ❤

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video

Appreciated for beautiful explanation and thanks a lot for such simple explanation and future guidance about financial markets

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Great Insight ❤ another gem of a video 👍, thanks for sharing such valuable information.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Informative video, thank you Indraanil

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words Sir... glad you liked the video Truly humbled

Excellent analysis, thank you.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

We eagerly wait for u videos..valuable knowledge

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

very informative, thanks!

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the video

Thanks for the clarification. Here I agree market might go down post us election

I am a NRI in FED country. Thank you for your compelling reasons on when to stay in and when to exit the markets. The three yardsticks you put forth make a lot of sense. I am going to follow your advice and put it to the test with my portfolio.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words Sir... glad you liked the video Truly humbled

Thanks sir. Very informative

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Really really Sir. I am a disciple of Akshat Srivastava, who is a macro investor. Yes I have learnt things from him, but such depth and search in detail discussions about things which I was confused about in spite of my mentor's mentioning (RRP, QT) were intensely discussed by you. I will also share with him your channel. If you continue to pour search Deep and straight forward, intensely complicated topics made simple for us- the channel will provide a huge impact in our lives as Indian retail investors. I am simply grateful, nothing to hide.

@moneekdilawari4508

28 күн бұрын

Akshat is a grifter

Thanks to your videos i am able to understand what liquidity means for stock market. Very lucid yet powerful explanations

@IndraanilGuha

Ай бұрын

Many many thanks... glad you liked the video

Great video. Can you suggest historic trend / impact on real estate of the rate cuts?

Thanks for the video. Good information and updates... Eagerly waiting for the next videos :)

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

This is a gem of a channel. Kudos Indraanilji. Thank you for enlightening us.

@IndraanilGuha

24 күн бұрын

Many thanks... glad you liked the content!

You won my sole, It was informative videos content, concisely presenting overview of finance, and economy.

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the content

Wonderful Analysis.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Thanks a lot! Many smiles and much metta.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words Rohit... glad you liked the video Truly humbled

While your videos are few, they are top notch in quality and address immediate concerns very very well. When you upload a video, I know that must be a must-watch. Looking forward to more content, Sir!

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words Sir... glad you liked the video Truly humbled

Great content as usual. Waiting for the next video.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Thanks boss for a new approach to stock market

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Fantastic data analysis and presentation ..

@IndraanilGuha

Ай бұрын

Glad you liked it!

Thanks you very much

@IndraanilGuha

Ай бұрын

Many thanks ... glad you liked the video

Was waiting for video

@IndraanilGuha

Ай бұрын

Many thanks... hope you liked the video

Excellent video, you just go a life long subscriber. Loved it.

@IndraanilGuha

Ай бұрын

Many many thanks for your love and support... glad you liked the video

Again a superb data based explanation 🎉

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Hello Indraanil, you are doing great job. Thank You. Pl keep it up

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the video

Woww simply amazing

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the content

I agree with this view.

@IndraanilGuha

26 күн бұрын

Many thanks… glad you agree with my thesis!

Thanks 👍🏼

@IndraanilGuha

Ай бұрын

Welcome

Great way to go. Congratulations for your increase in viewership. Its real quality, that you air here. One feels empowered after seeing your video.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words Sir... glad you liked the video Truly humbled

Its brilliant analysis as always, looking forward to the next video to plan the timely exits

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Thank you so much Sir 🙏 😊

@IndraanilGuha

Ай бұрын

Many thanks ... glad you liked the video

Nice...Thankyou!

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video

Thank you

@IndraanilGuha

Ай бұрын

Many thanks... hope you liked the video

HUMBLE THANKS FOR YOUR VALUE EFFORTS 😊😊😊

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the video

Best wishes to you, Indra

@IndraanilGuha

Ай бұрын

Many thanks Sandeep... glad you liked the video

Very very important & informative video.... and very good presentation as well...thank you a lot, sir..🙏

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the content

The ability to teach a layman even the toughest concepts is what a man with wisdom can do. Amazing. Couldn’t even realise how video ended. God bless you sir.

@IndraanilGuha

Ай бұрын

You are very kind! Thank you and glad you liked the video!

Sir another excellent video

@IndraanilGuha

Ай бұрын

Many many thanks for such generous praise.... truly humbled!

I eagerly wait for your new videos

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the content

These are quite complex topics and you made it easy for all of us to understand with your Analysis and graphs . Thank you very much , learning a lot for your content . 🙏

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

great stuff. waiting for your next update.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Yes I also think so

@IndraanilGuha

Ай бұрын

Glad you could identify with the content

very informative video!!

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video

Amazing insights❤

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

A big Thank you for the detailed analysis.

@IndraanilGuha

Ай бұрын

Many Thanks... Glad you liked the video

@ashishbarua2009

Ай бұрын

@@IndraanilGuha Till date, I have never included the US factors, FFR along with Yield inversion & Reverse Repo Balance into my analysis. So, a big thank you. I used to analyse these data as standalone factors, like NFP data, CPI data, FOMC rate decisions, Retail sales, PMI data, GDP data.

@IndraanilGuha

Ай бұрын

You already have a fairly evolved framework for analysing matkets

You are doing good job

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the video

Thank you, Mr. Guha, for yet another quality content video. Your reasoning is clear and well-funded, and your explanations are easy to understand. And it is a pleasure to listen to your talks. Kind regards from Copenhagen.

@IndraanilGuha

Ай бұрын

Many thanks for your continued support... glad you liked the video Truly humbled! Lots of love from Mumbai!

Great video 👍

@IndraanilGuha

Ай бұрын

Glad you enjoyed it

Great presentation. I never miss your videos. Keep up the good work.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Sir ur videos gives guidance abt imp macro economics which is immensely helpful....but can u also consider making videos on choosing sector or stock picking?

Another great video. Well researched and making it useful for the audience by breaking things down so lucidly. Getting down to first explaining 'what is Fed and what it does' might be unpalatable for an experienced user, but for a novice, it builds that trust. And you articulate things extremely well. Keep up the good show!

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the video

Amazing presentation sir 🙏

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the content

amazing video so much knowledge, need to rewatch this again and again , these correlations need to b printed in my mind lol

@IndraanilGuha

Ай бұрын

You are very kind Many thanks for these super kind words... glad you liked the video Truly humbled

Thanks

@IndraanilGuha

Ай бұрын

Satish ji, thank you so much for this overwhelming show of love and support! I am truly humbled!

Very informative

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Which sectors perform well comparatively during fall of indices across markets when rates are cut ???? Hope a reply from you

Mr Indraneel, your videos are helping understand complex terms of finance world to be understand able to me. So thank you very much 😊

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Absolute clarity Bro!! No body can explain with this clarity. My respect to you will be forever

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words Sir... glad you liked the video Truly humbled

@rameshkulkarni8673

Ай бұрын

@@IndraanilGuha Peeling the onion to the core and fountain of knowledge and above all IIM gentleman wha more we want here. Keep going sirji.....

Great video Indranil. Insighful and easy to understand. I have subscribed to your channel and looking forward to hear more from you. Good luck!!!

@IndraanilGuha

3 күн бұрын

Many Thanks... Glad You liked the video

You're the best sir.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

You are Great Gentleman.

Nice video Indraanil. I second you on all the points you mentioned. These contents are very very important for retailer investors.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Another great content , can you create a video on impact of gold as asset class during recession, the metals like gold, silver already started to rally , is there any correlation? Thanks in advance

Nice video sir 👍

@IndraanilGuha

8 күн бұрын

Many Thanks... Glad you liked the video

Sounds logic👌🙏👍

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the video Truly humbled

Awesome video. Must see

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video

I totally agree with you---iitian

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the content

I wait for your videos Sir.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video

I was actually waiting your videos. I know that youbare an expert in the field of economics.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Appreciate your effort towards educating the people. I find your content genuine, true and most importantly easy to understand. Thanks a ton. Gratitude Dil se ❤

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words Ritesh... glad you liked the video Truly humbled

Hi, can you please prepare vedio on the effects of higher fiscal deficit of USA and other countries.. Thanks

You have my subscription for the simple reason that despite opposing comments from viewers you are choosing not to pander to what they want to hear. I don't care if you are bullish or bearish as long as your hypotheses make sense. I hope you won't start shaping your videos based on what the audience WANTS to see and stick to content that they NEED to see. Good luck.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video No question of "pandering" to what viewers want to hear... as I mentioned in the video, I just don't create content, I also manage real money. And I share on my channel the same principles that I apply while managing real money. And surely you can't make money unless you have a sound logic / thesis, or are managing money basis what your clients want to hear

@umangdave111

Ай бұрын

💯 agree

@JurrasicWorld.

Ай бұрын

What would he do in life without your subscription

Great content as always sir .. one query remains that, if liquidity/ money supply which was the main reason for inflation, still remained as a result of reverse repo, then how is the core inflation coming down ?.. TIA

You are absolutely to the point. AND, CNBC analysts are not even talking about the upcoming market crash withing 6months to a year!!! AND, on top of that, CNBC anchors (top anchor) is advising to buy a company share according to one's "SHRADDHA"... Since, when did "SHRADDHA" started working in the market ????!!!!! >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

@IndraanilGuha

Ай бұрын

Hahahaha! truly, you should spare yourself the horror by tuning off from these channels! Many thanks for these super kind words... glad you liked the video

Very good analysis sir. One factor we need to consider percentage of FIIs holding overtime. I believe this is a major factor as we are trying to correlate the US economy with our market performance. And there is a big change happened in the FII% in Nifty in the last decade. I hope you will overlay that chart in your next video.

Indra, do continue with your eye-opener views. Best wishes.

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Your views resonate with Peter Schiff

@IndraanilGuha

Ай бұрын

I would want to believe that you are saying this out of appreciation! But believe me, it's not. Stop following Peter Schiff and his likes who are perpetual bears. He is a brilliant economist, but a disaster if you were acting on his financial advise. He has been calling for a financial meltdown practically every year since 2003 or so, and then we do get one once in a while (like we did in 2008 and 2020), he would come out and beat his drum that - I told you so! Even a broken clock is right twice in a day. Peter Schiff is that broken clock

You desreve all the likes, views and subscriptions because your videos are simple to understand, which the smartest in the world are not able to explain. We need US and world market knowledge, and how blessed are we to get it from an Indian brother. Thank you, cheers and best wishes ❤

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

Very insightful and useful. Thank you for sharing your knowledge. Looking forward for your next video. Can you make more frequent videos?

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled Much as I would like to post videos every week, unfortunately I have other commitments which come in the way… my biggest constraint is that unlike most other content creators in the personal finance space on KZread, I am NOT a full-time content creator... my primary profession is to manage money for my clients, and I try to share my market insights whenever I am able to take some time out from my day-to-day work... but would try to be more regular in posting videos in future

Please can you also cover the impact on Commodities Market when the interest rate cut starts by Central Banks.

What will be the effect of Petro dollar ongoing news on the same. Can you please make a video sir. Thanks for your detailed information on economy and market

Very good explanation sir. Sir I like your video very much. Thank you sir . Hates off to you.

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the video Truly humbled

A real gentleman

@IndraanilGuha

Ай бұрын

Many thanks... glad you liked the video Truly humbled

Sir.. Please recommend the book also which will create intrest to follow you more consciously

I have been literally waiting for this video for the past few weeks

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled

@Sneha.salvadeeswaran

Ай бұрын

@@IndraanilGuha Thanks to you for educating me and many others who do not come from financial background in a way that is simple and easy to understand and infer.

Thank you for the great insights and logical explanations provided, these are extremely helpful in planning out things. May I please request you to kindly continue and post the urgent and timely updates on all the three key points mentioned by you in this and previous videos, so that we may be able to time the market with informed mindsets, I know it takes a lot of efforts and accept our gratitude for it please. Could you also suggest some tools to keep a track on the 3 keys points? Thanks and regards

@IndraanilGuha

Ай бұрын

Many thanks for these super kind words... glad you liked the video Truly humbled Data on all the three parameters are publicly available... I have provided links to the data sources from where you can keep track of the thre eparameters yourself in the description section of the following video: kzread.info/dash/bejne/dqSjkrF9mdCrYcY.html