HomeMarketsU.S. Economy & JobsLarge Cap Defense, Small Cap Offense for 2025

Large Cap Defense, Small Cap Offense for 2025

Philip Straehl expects a December rate cut, and right now likes medium-term bonds like the 5-year and 7-year. He’s uncertain of how many cuts might be on the table next year, saying the Fed will stay data dependent. “You want some offense, and some defense” into next year, he adds. He likes small caps for offense and large caps for defense.

Market On Close

04 Dec 2024

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