Bounce? - Market Update 3/17/2025

As promised – a follow up market update given the recent bounce we’ve seen across risk assets over the last few trading sessions.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Hope you all enjoy!

Summary

Macro Context

  • All eyes on the March 19th FOMC decision, though markets expect no rate cut (maintaining 425-450 basis points)
  • Fed’s December hawkish stance led to recalibration in market expectations for 2024
  • Key economic data points coming: GDP
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Jason, I absolutely love your weekly market commentary! However, I feel it doesn’t necessarily need to be an hour long every time, especially when there hasn’t been much market movement and you’re mostly repeating points. Shorter and more concise episodes during quieter weeks might be better for both you and us viewers. Thanks for all your great insights!

i agree lol - i usually just riff as im going through the different charts/layouts

believe it or not i actually intended this one to be much shorter (like 25-30m) lol. will work on keeping these more concise during more quiet weeks!

thanks for the feedback