▶️[LIVE] Impact of Rate Cuts and Stock Performance
In this market analysis, we discuss the current performance of major stock indices such as the S&P 500, Nasdaq, and Dow Jones in the context of interest rate cuts by the Federal Reserve (FED).
Using Bloomberg studies, we examine how a pause in interest rate hikes tends to improve stock performance and test this theory in practice.
We also analyze the recent performance and forecasts of companies like Apple, Costco, and Adobe, while discussing the overall economic situation, including inflation indices, Treasury yields, interest rate movements in Brazil, and expectations for the FED's future decisions.
🗽New York Call
Every business day, we hold a live meeting with our Brazilian clients, called the New York Call, where we analyze the market, our portfolio, and assets on demand. This is an excerpt from the meeting in Portuguese.
With clients in 60 countries, we've included English subtitles to make this content accessible to a wider global audience.
Did you know that the pause in interest rate hikes often benefits stock markets more than actual rate cuts?
The truth about interest rates and their impact on your portfolio might surprise you.
Understanding how interest rate changes ripple through the S&P 500, Nasdaq, and Dow Jones is crucial. Historically, stocks perform best when the Federal Reserve pauses hikes rather than implements cuts. Recent trends suggest we may see this pattern play out again.
The tech sector offers another puzzle: ADBE 0.00%↑ Adobe's AI setbacks are dragging shares, while Apple AAPL 0.00%↑ hits new highs. Meanwhile, consumer resilience shows in Costco’s COST 0.00%↑ steady growth, making it a portfolio standout.
How do you think the Fed’s decisions on rates will shape market trends in the coming months? Are you preparing your portfolio for these changes? Let’s discuss below! 👇
ZURIQUE CAPITAL
Human Insights Powered with AI to Build and Protect Legacy Wealth
Share this post