These sectors could benefit most from a Fed rate cut

Investors eagerly await a potential interest rate cut from the Federal Reserve at its September FOMC meeting next week, but uncertainty could likely persist in markets . AlphaSimplex Chief Research Strategist and Portfolio Manager Katy Kaminski joins to discuss her market outlook in light of this expected fiscal policy shift. Kaminski notes that the rate cut debate has shifted between 25 to 50 basis points. She emphasizes that "the jury is still out," but regardless of the cut's size, "the Fed is changing course," which will impact various aspects of the economy, presenting "both an opportunity and a challenge for investors." According to Kaminski, sectors like borrowing, real estate, and consumer staples stand to benefit from a rate cut. She also anticipates a market rotation away from sectors such as tech. However, she cautions investors that the fight against inflation isn't entirely over. "I think we're going to have to watch for the potential that inflation will go up in the future. And we need to think about sectors and areas of our portfolios and our investments that will be actually accretive during an inflationary period. Gold (GC=F) is a good example," Kaminski tells Yahoo Finance
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[mariner]

Am i the only one that thinks that nothing was said?

[LateAgainGerald]

They waffled on for ages just to say the ff:

- Opportunity in Tech, real-estate, consumer staples, energy and the dollar
-Gold is good.
-Fixed income before interest rate cut is good.


You're welcome .

[benjamindavidson]

So what are really the best strategies to make our portfolio recession proof. my wife is already panicking, so many questions! will the rate cut next month lead to inflation? I'm very worried about my $1million stock portfolio losing value. It lost 20 % today alone

[verakovaleva]

Your signals and strategies really work. I've been following your recommendations for several months now and getting great results.

[saifkhan-ceif]

UK started Rate cut when USA super power going start rate cut?

[Mark-ezvw]

Digital silver in a digital age, litecoin is a digital precious metal, not a security. Litecoin is the oldest coin on the market after bitcoin, since its inception in 2011. The scarcity of litecoin is the key feature of its technology. Everyone tends to flock to digital silver and digital gold, litecoin, and bitcoin, when things aren't going well. Litecoin is a decentralized digital commodity, just like bitcoin, but not even close so heavily concentrated in a few hands like bitcoin is. Both have Proof-of-Work consensus, and both have a limited supply of coins. Only that litecoin is lighter, swifter, and hugely undervalued against bitcoin. Litecoin (LTC) being a digital commodity provides a decent inflation hedge as well because there will be mined only a limited number of 84 million litecoins in total.

[NikolasMartine]

I've been purchasing stocks since the beginning of the year, but nothing has changed. However, I've been reading articles about people who are still in the same market who have made over $350, 000 in just a few months. What am I doing incorrectly?

[harip]

right about property and consumer staples, but in my country those sectors stock already going up even before the fed& our central bank cutting rates .... 😅😅 talkabout buy on rumor

[jshaw]

Way to answer the question and be so unspecific as to be useless.