Inflation’s Next Move Will Tell Us Where to Shift Capital
Fed’s cautious cuts + sticky core inflation = chances to beat consensus
Inflation Is Still the Market’s Real Driver
Markets are reacting to the Fed’s first rate cut in a year—but what really matters is Friday’s PCE report. With core inflation stuck near 2.9%, the Fed’s next steps are far from clear.
Context You Need
The Fed cut by 25bps but showed hesitation due to inflation pressure.
Job market is softening, giving the Fed more room to ease—but only if inflation cooperates.
Market pricing suggests optimism, but sticky inflation could reverse that quickly.
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Opportunity Angles
Inflation hedges – Look to healthcare, staples, energy, and TIPS as potential buffers.
Bond reflation trades – If the market walks back rate cut bets, yields could rise. Short duration bonds, bank stocks, or steepener strategies could benefit.
Value vs. growth – Value names may outperform if inflation keeps rates higher.
Earnings surprises – Companies with pricing power may post better-than-expected numbers in Q4.
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Where to put $5,000 right now
Risks to Track
Upside surprise in core PCE.
Fed hawkish pushback if inflation stays sticky.
Growth stock valuation risk if yields rise again.
Bottom Line:
This week is about inflation expectations. If PCE cools, the rally could broaden. If not, defensive positioning might win. Either way, the setup is actionable.
National 'Stock Market Reset' Coming September 30 (New WH Order)
Behind closed doors, the White House has ordered a historic reset of the U.S. economy that will affect 65 million Americans and every AI company in the country... including Nvidia, Microsoft, and Google.
This move is controversial, to say the least.
It seems most major news outlets either cannot or will not talk about it.
But the fact is, it has already been signed and made official.
By law, this new reset MUST occur on or before September 30, 2025.
And it will have radical, permanent implications for all the market's largest stocks.
Come September 30, if you're caught off guard, I believe it could be one of the worst days of your financial life.
But... if you just take a small list of straightforward steps today... and get your money in position now... you likely have nothing to worry about.
Click here to see exactly what's coming on September 30 - and how you can prepare your wealth for it.
This is general information only and not financial advice. Please consult a licensed professional before making investment decisions.