The Fed cut rates to 3.75%-4.00% and will end QT on December 1, with no commitment to a December cut. Economic indicators show mixed signals, leading to cautious positioning. Investors should focus on liquidity, inflation data, and sector resilience, adjusting portfolios for potential volatility and remaining adaptive to market conditions.
Keep an Eye on Inflation
In October 1968, with the United States fighting wars against poverty at home and perceived communist threats abroad, the S&P 500 Index climbed on the back of an overheated economy to record highs in both real and nominal terms. The boom times were not to last. Adjusted for inflation, stocks would not return to their … Continue reading Keep an Eye on Inflation
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