This is the side of rate cuts that nobody is talking about. There will be a likely rotation after one big blow off top, but not where you think it will.
The U.S. economy finds itself at a critical juncture, characterized by a discernible weakening in the labor market that is now serving as a powerful catalyst for a highly anticipated shift in Federal Reserve monetary policy. Recent data paints a picture of decelerating job growth, a rising unemployment rate,
According to a Bloomberg report citing Bessent’s mortgage applications with Bank of America, the Treasury Secretary agreed to occupy two different homes as his “primary residence” simultaneously, a pledge similar to one made by Cook.
A new market leader has snuck into town over the past month as Small Caps have pushed to the top of the leader board. Whether the trend lasts, or not, will depend a lot on what the Fed does, but one thing is certain; after a year of tech-led mega caps setting new highs, investors have clearly shown an increased appetite for risk in the form of smaller, lesser known names.
In an unfolding saga of global economic strategy, major central banks are poised to embark on distinctly different monetary policy journeys, signaling a significant divergence that could reshape financial markets worldwide. While the U.S. Federal Reserve (Fed) stands on the brink of initiating a series of interest rate cuts,
