VUG - The Fed Isn't Cutting - What Are Some Options?
2024-06-14 12:47:53 ET
Summary
- This review includes a discussion on recent Federal Reserve messaging and its implications for the broader market.
- I see three potential investment options in light of current economic conditions combined with the Fed's decision to keep rates at current levels.
- In particular, I see more gains for large-cap US Tech, companies with strong balance sheets, and variable-rate loan instruments.
Main Thesis & Background
The purpose of this article is to discuss the broader market backdrop, with a specific focus on recent messaging out of the Federal Reserve. With an understanding of what was said, what wasn't, and what it all means, I will dive into some areas that may be reasonable investment options given the current state of things....
The Fed Isn't Cutting - What Are Some Options?