maria bartiromo issues urgent warning about the Federal Reserve’s next move—here are the top 5 things you need to know
- She claims the Fed is "behind the curve" again: maria bartiromo warned that the central bank’s reluctance to cut rates is setting the stage for a potential recession, citing stubborn inflation in services and wages.
- A specific stock market selloff trigger: Barton noted that if the Fed holds rates steady in May, the S&P 500 could drop 5% to 8%, based on her analysis of prior tightening cycles.
- The housing market is a key tell: She pointed to rising mortgage applications as a sign that borrowers are panicking, which she says will force the Fed’s hand by June.
- Barton vs. economists: Her call contradicts the majority of Wall Street strategists, who expect a "soft landing"; maria bartiromo argued that the lag effects of past rate hikes are not yet priced in.
- The "big money" is already moving: She revealed that institutional investors are quietly shifting from growth stocks into utilities and healthcare, a classic defensive rotation she says signals fear.