bullish
Asset Allocation Watch – What to buy in the upcoming Fed cutting cycle?
426 Views02 Aug 2024 14:22
Markets are currently busy preparing for the upcoming cutting cycle from the Fed, expected to start in September. The simple playbook is often...
What is covered in the Full Insight:
- Introduction to the Fed Cutting Cycle
- Historical Analysis of Asset Performance
- Why the Fed Cuts: Understanding the Context
- Sector-wise Performance Indicators
- Conclusion and Safe Bets
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Steno Research
Macro and Geopolitical Research House
- Market Watch: Forget about emergency cuts. Here is what the Fed will do next!06 Aug 2024
- The Week At A Glance: On Credit Watch While Liquidity Is Turning Nasty05 Aug 2024
- US Banks - NY CRE Sold at 97% Discount, HFD Weekly Data Shows Small US Banks At Most Risk02 Aug 2024
- Positioning Watch – Metals bets are finally being squared, but retail is piling in31 Jul 2024
- Positioning Watch – There was no “rotation” from large to small caps26 Jul 2024
x