Investors want rate cuts to occur in a steady economy — as "insurance" or "normalization" cuts, not a rescue effort for flagging growth.
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This meltup-type action suggests risk-aversion is being penalized and expected rate cut(s) could end up being used recreationally…
Investors ask whether a 2% dip from a record high has been enough to skim away some market froth and set the rally on firmer…
Laggards that are also plays on near-term rate cuts stood out. Today also saw a pretty strong bid in Treasurys, compressing…
The other issue is how much of this anticipated friendly scenario has already been built into market prices.
Stocks generally held to a broad expectation from Fed Chair Powell's speech Friday that a rate cut in a few weeks alongside a…
Insatiable AI demand, Fed lowering rates and trade worries easing keep the bull case in place for stocks.
