Sign up to save your podcasts
Or
Share The Hawkish Cut: AI Leads Market into FOMC Decision
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Hawkish Cut: AI Leads Market into FOMC Decision
Fresh news and strategies for traders. SPY Trader episode #1451.
Markets consolidate near alltime highs as attention shifts entirely to the upcoming FOMC rate decision. Technology remains the sole strong sector, driven by AI tailwinds and key stock movements in Nvidia and Broadcom. We analyze the high likelihood of a 'hawkish cut' (25 basis points) due to sticky Core PCE inflation and rising Treasury yields, outlining a strategy to leverage concentrated growth (QQQ, XLK) while using longterm bonds (TLT) as a potential hedge against yield volatility.
View all episodes
By Manoj SharmaFresh news and strategies for traders. SPY Trader episode #1451.
Markets consolidate near alltime highs as attention shifts entirely to the upcoming FOMC rate decision. Technology remains the sole strong sector, driven by AI tailwinds and key stock movements in Nvidia and Broadcom. We analyze the high likelihood of a 'hawkish cut' (25 basis points) due to sticky Core PCE inflation and rising Treasury yields, outlining a strategy to leverage concentrated growth (QQQ, XLK) while using longterm bonds (TLT) as a potential hedge against yield volatility.