1. EachPod

The Market’s TugofWar: Rate Cuts vs. Inflation

Author
Manoj Sharma
Published
Fri 22 Aug 2025
Episode Link
https://spytrader.podbean.com/e/the-market-s-tugofwar-rate-cuts-vs-inflation/

Fresh news and strategies for traders. SPY Trader episode #1345.
The U.S. stock market is experiencing volatility with mixed sector performance and anticipation of a September Fed rate cut amidst persistent inflation. Key drivers include mixed economic signals, a cooling labor market, and the impact of tariffs. Investment advice focuses on diversified core holdings, strategic sector plays in tech and healthcare, increased fixed income exposure, and gold as an inflation hedge, urging investors to monitor Fed communications and economic data closely.

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