Fed cutting rates with markets within 1% of ATH produces an average return of +15% over the next 12 months, with a 100% hit rate. - JPMorganSend it. 🚀 https://t.co/BclJAHfSt3 ...

Market Outlook & Trade - US-China trade relations and potential summits significantly impact market sentiment [1][2] - Resolution on issues like TikTok could boost market confidence [2] - Market seeks certainty to facilitate financial planning and cost estimation [2] Interest Rate & Monetary Policy - Market anticipates a 25 basis point (0.25%) rate cut, with potential for more [4] - Further rate cuts, especially reaching 200 basis points (2%), are expected to stimulate loan activity and capital expenditure (capex) [7][11] - The impact of rate cuts on smaller capitalization companies is expected to be more pronounced due to their reliance on short-term loans [5][6] Investment Strategy - The company is considering spreading investments across different capitalizations, particularly focusing on small and mid-cap companies [5] - Small and mid-cap stocks are viewed as potential beneficiaries of future rate cuts, especially as cuts approach 200 basis points (2%) [5][7][11] - Portfolio repositioning for 2026 is recommended in anticipation of further rate cuts [10] Capex & Company Growth - Capex is crucial for small and mid-cap companies, not just mega-cap tech [8][9] - Increased capex is expected to drive growth once significant rate cuts materialize [7]

ETHEREUM PUMPED AFTER THE LAST 3 FOMC MEETINGS.NEXT FED MEETING IS TOMORROW, RATE CUTS EXPECTED. https://t.co/Nx64Ph2GJ5 ...

More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relati ...

Core Viewpoint - Goldman Sachs is recognized as the leading firm in the investment landscape both on Wall Street and globally [1] Company Summary - Goldman Sachs holds a prominent position in the investment banking sector, indicating its influence and reputation in the financial markets [1]

Core Insights - Janus Henderson has launched a new ETF product named JABS, which aims to provide investors with exposure to securitized products [1] - The discussion includes insights on the impact of rate cuts on the market and how JAAA remains relevant in investors' portfolios [1] Group 1: ETF Product Launch - The new ETF product JABS is designed to cater to the growing interest in securitized products among investors [1] - John Kerschner emphasizes the strategic importance of this launch in the current market environment [1] Group 2: Market Trends and Insights - The conversation highlights the implications of recent rate cuts and their potential effects on investment strategies [1] - JAAA is discussed as a valuable component in diversified portfolios, indicating its ongoing relevance despite market fluctuations [1]

GOLD SURGES TO ALL TIME HIGH $3,672 AHEAD OF RATE CUTSBitcoin is next 🚀 https://t.co/9yBV3Wd0vl ...

The Fed gearing up for what may be the most chaotic meeting of all time. Want to get over to senior economics reporter Steve Leeman. He's got the details.Steve. >> Hey Andrew. Yeah, call it Fed meeting mayhem.While the Fed is likely to vote to cut rates this week, it's unclear how many officials will actually be voting with a potential Senate vote tonight. A court ruling today. There could be 10, 11, or 12 voters at the meeting.The administration asked an appeal court to overturn the Cook injunction over th ...

🇺🇸 FED CONFIRMED RATE CUTSRISK ASSETS WILL EXPLODE$ETH WILL HIT $10,000 https://t.co/NJlVxbuTzc ...

This is not a week to be careless in the markets. One of the most important weeks we’ve had in quite some time. Unironically a big week is ahead of usHonestly would like to see a rate cuts sell off as in “ sell “ the news then rip it higher when everyone gets bearish ...