Why the Fed Holds Steady at 3.63% as Markets Rally

The Fed held rates at 3.63% in May, and markets are rallying hard anyway. Lucas and Luna explore why this is happening, focusing on the unusual combination of strong economic growth and a plateau in rate hikes. They discuss what the data says about corporate earnings, the recent surge in ARKK and high-growth names, and whether this rally can last without further Fed action. The episode draws on specific numbers: S&P 500 at 7,600, NASDAQ above 27,000, and real GDP growth of 2.2% year-over-year. The hosts also touch on the new Berkshire CEO Greg Abel's first major deal and what it signals about the housing market. A natural conversation about a market that refuses to quit—and the risks that come with that. #LucasAndLuna #BullMarketConversations #FexingoBusiness #BusinessPodcast #Finance #FederalReserve #InterestRates #MarketRally #GDPGrowth #NASDAQ #SP500 #ARKK #BerkshireHathaway #GregAbel #HousingMarket #EarningsSeason #Inflation #MonetaryPolicy Keep every episode free: buymeacoffee.com/fexingo