The Fed clearly indicated it intends to hold off on further rate hikes, notes Octavio Marenzi. He talks about factors driving market performance. He mentions that a good chunk of the market is betting that the Fed will reduce rates in 6-12 months. He forecasts the Fed’s path forward, as well as hedging strategies to consider. He highlights that tech stocks and inflation hedges like gold, other precious metals, and Bitcoin are likely to do particularly well in a rate cutting environment. Tune in to find out more about the stock market today.
The Watch List
04 Jan 2024
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