Fresh news and strategies for traders. SPY Trader episode #1370.
The U.S. stock market is reaching alltime highs, driven by tech and smallcap strength, coinciding with the Federal Reserve's first rate cut of the year. While bullish momentum is strong, concerns persist regarding elevated inflation, a cooling labor market, and a 'stagflation lite' economic outlook. The episode offers strategic investment recommendations, including capitalizing on growth tech, exploring small caps and financials, and diversifying with fixed income and international equities, advocating for a cautious yet opportunistic approach.
