US equities extended this week’s advance on Friday, building on an everything rally that saw four major US stock benchmarks post records in unison for the first time since 2021 after the Federal Reserve cut interest rates https://t.co/k4z4X0gNZ8 ...

Market Valuation & Risk - Market valuations are stretched, with the S&P 500 trading at high multiples, indicating investors are paying a premium to enter the market [2] - The S&P 500 index has become top-heavy, heavily influenced by a handful of companies, posing a risk if one of these companies falters [2] Small Cap Opportunities - Equal-weight S&P and small caps are showing signs of outperforming cap-weighted indexes, with the Russell 2000 rallying 9% in August and experiencing its seventh straight weekly gain, the longest rally in 5 years [3] - Small caps have been left behind for years and were significantly impacted during COVID, but lower rates can improve their bottom line due to their higher floating rate debt [5] - Small caps are trading at a discount to large caps, making them attractive as money rotates into new leadership, with falling rates creating a setup for a catch-up trade [6] - IGR, the iShares Core S&P Small-Cap ETF, focuses on profitable companies in the small-cap space [7] Asset Allocation & Investment Strategy - Asset allocation is key, and investments should be tied to the client's overall risk profile [8] - Clients should consider extending their duration to capture higher yields and potential principal appreciation [9] - Over 6 trillion USD is sitting in money market funds, with over 1 trillion USD entering in the past year alone, and as rates come down, investors need to consider where to shift this risk-free yield [9] - Money market funds are at 15% relative to the S&P 500, which is historically about 20% [11]

In a new essay, Minneapolis Fed President Neil Qashqari says he sees two more rate cuts coming from the central bank this year. Steve Leeman uh joins uh us now with Mr. . Qashqari.Hey, Steve. And hey, Neil. >> Good morning.>> Thank you, Joe. Let's bring in Mr. . Kashkari, president of the Minneapolis Fed.Neil, let's talk about your um essay this morning, which is fascinating. And I just want to ask you uh first about one of the things that you say in your piece, which is that you're concerned that there cou ...

In a new essay, Minneapolis Fed President Neil Qashqari says he sees two more rate cuts coming from the central bank this year. Steve Leeman joins uh us now with Mr. . Qashqari.Hey, Steve. And hey, Neil. >> Good morning.>> Thank you, Joe. Let's bring in Mr. . Kashkari, president of the Minneapolis Fed.Neil, let's talk about your um essay this morning, which is fascinating. And I just want to ask you uh first about one of the things that you say in your piece, which is that you're concerned that there could ...

Not many people get to experience what you've just experienced. Sitting down for a conversation to potentially become the Fed chair. Can you walk us through what that was like.What's the process like. Well, as you say, they have a lot of a lot of people on the list and they're following through. It's a transparent process.I think that's good. I think all I know, virtually all the people on the list, I think they're all good. So I think this was this was a meeting just to talk in broad terms, but I can't rea ...

RT Santiment (@santimentfeed)📊 With interest rates officially lowered by the Fed, traders (for the most part) got what they wanted. But were prices already baked into this result? We discuss potential further rate cuts, Trump's Bitcoin statue, & sentiment the rest of the year. 👇https://t.co/hyiPBi1hWJ https://t.co/PSpvE9HVo4 ...

📊 With interest rates officially lowered by the Fed, traders (for the most part) got what they wanted. But were prices already baked into this result? We discuss potential further rate cuts, Trump's Bitcoin statue, & sentiment the rest of the year. 👇https://t.co/hyiPBi1hWJ https://t.co/PSpvE9HVo4 ...

Some reports say mortgage rates dropped after the Fed’s cut, others say they climbed. Here’s why headlines conflict—and why the Fed’s move isn’t the whole story. https://t.co/He0dtgxivO ...

Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin post FOMC. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. Let's go ahead and jump in. So, Bitcoin is still doing what it needs to do, right.It's still holding above the bull market support band. Remember that's the big test for September is to just hold that 20we SMA. ...

The confrontation comes as Trump seeks to reshape the Fed to be more amenable to his demands to lower interest rates. Here's what to know https://t.co/VvcNYYMi3e ...