How to position your portfolio for Fed rate cuts

Federal Reserve Chair Jerome Powell is on his second day of testimonies before the Senate, speaking on how the Fed is still taking in economic data in order to make an informed decision around potential interest rate cuts. With many different factors in play, how could a potential rate cut play out in the markets (^DJI, ^IXIC, ^GSPC), and how should investors position themselves to take advantage of one?
Zacks Investment Management client portfolio manager Brian Mulberry joins Wealth! to give insight into where investors should consider positioning their portfolios during the first rate cut in current market conditions.
Mulberry explains where his focus remains:
"The Magnificent Seven account for the lion's share of that 17% growth in the [S&P 500] index. So if that earnings is going to balance out, we feel like it's going to come from higher quality names. It's not going to be a broadening effect across all names because we are still in a very high interest rate environment. And I'm just making the case now that growth is slowing, jobs are weakening. This isn't necessarily the case where you're going to see earnings growth from every corner of this market. So you really have to be concentrated on what we think are the highest quality metrics..."
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#fed #yahoofinance #interestrates

Пікірлер: 57

  • @JorgeVazquezT.
    @JorgeVazquezT.17 күн бұрын

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  • @BeverlyTerry-zx4bt

    @BeverlyTerry-zx4bt

    17 күн бұрын

    Currently, my primary concern is finding ways to boost income whereas confronting periods of quantitative facilitating, as I cannot manage to observe my investment funds reduce.

  • @JoeGerald213

    @JoeGerald213

    17 күн бұрын

    I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured some money in value stocks and digital asset, i accrued over $80K in dividends last year

  • @RobinPerez-we6fp

    @RobinPerez-we6fp

    17 күн бұрын

    I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this expert that guides you?

  • @JoeGerald213

    @JoeGerald213

    17 күн бұрын

    Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've been stuck with *KAREN* *MARIE* *GENDRON* for about five years now, and her performance has been consistently impressive.

  • @RobinPerez-we6fp

    @RobinPerez-we6fp

    17 күн бұрын

    Thanks for this. I just googled her name and found her webpage. I'm really impressed with her credentials and I reached out to her since I need all the assistance I can get.

  • @soumyaping5848
    @soumyaping584818 күн бұрын

    Swapped my alts for BTC and Kardden. They are ramping it up

  • @dimpysharma1686
    @dimpysharma168618 күн бұрын

    Clearly Kardden was a right choice. Hope to learn more from you this is pure knowledge

  • @SurentharBala
    @SurentharBala18 күн бұрын

    Kardden making ATH after ATH 🔥🔥

  • @Tamil.michal.gaming
    @Tamil.michal.gaming18 күн бұрын

    the most fair approach and yet the ultimate king of meme is Kardden

  • @Navnath-wu9vg
    @Navnath-wu9vg18 күн бұрын

    The Kardden KRN will overtake doge and SHIB so easy

  • @Charlotte-ew6sw
    @Charlotte-ew6sw18 күн бұрын

    Transfer of wealth usually occur during market crash, so the more stocks drop, the more I buy, in the meanwhile I'm just focused on making better investments and earning more as recession fear increases, apparently there are strategies to 3x gains in this present market cos I read of someone that pulled a profit of $350k within 6months, and it would really help if you could make a video covering these strategies.

  • @ramosace

    @ramosace

    18 күн бұрын

    Understanding personal finances and investing will most likely lead to greater financial independence. By being knowledgeable about money and investing, individuals can make informed decisions about how to save, spend, and invest their money or you could hire a financial expert.

  • @Daisy-yr6ez

    @Daisy-yr6ez

    18 күн бұрын

    that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+

  • @Sophia-bt2uh

    @Sophia-bt2uh

    18 күн бұрын

    How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

  • @Daisy-yr6ez

    @Daisy-yr6ez

    18 күн бұрын

    My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

  • @Sophia-bt2uh

    @Sophia-bt2uh

    18 күн бұрын

    I looked her up, and I have sent her an email. I hope she gets back to me soon. Thank you

  • @srinu1476
    @srinu147618 күн бұрын

    Thanks I bought Kardden and I can't be more happy about it

  • @JasmitaThakorOfiicial-mm9mh
    @JasmitaThakorOfiicial-mm9mh18 күн бұрын

    I respect your work mate so you say Kardden good one to use?

  • @katariachetan6085
    @katariachetan608518 күн бұрын

    Coinbase listing Kardden Binance probably in line too

  • @smoothbraindetainer
    @smoothbraindetainer18 күн бұрын

    Hey yahoo you got some comments in your bots section

  • @Patriciabanks5
    @Patriciabanks512 күн бұрын

    I got my first job at 22, strived and grew my portfolio to 450k by 33. Recently, lost over 20% and want to mitigate risks. Also, thinking of paying off my mortgage but I want my portfolio to grow to a 7-figure ball park so I can retire in 12 years. What should I do?

  • @carolpaige2

    @carolpaige2

    12 күн бұрын

    Adding JEPI and JEPQ is smart for retirement. As for staying committed to low-risk investments, it's all about balancing your risk tolerance with your long-term goals.

  • @Johnlarry12

    @Johnlarry12

    12 күн бұрын

    I believe a healthy portfolio has 3 things, at the bare minimum: Exposure to ETFs for increased diversification, Exposure to assets that generate cash flow like dividend stocks, Exposure to market-leading tech.

  • @KevinClarke9

    @KevinClarke9

    12 күн бұрын

    Agreed! Generally I think partnering with the right planner is invaluable, my portfolio is well-matched for every season of the market, and recently hit 40% rise from late last year. I and my CFP are working on a 7-figure ballpark goal, though this could take another year.

  • @MarkGrimm8

    @MarkGrimm8

    12 күн бұрын

    I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.

  • @KevinClarke9

    @KevinClarke9

    12 күн бұрын

    My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

  • @More-cj5nu
    @More-cj5nu18 күн бұрын

    Thanks, please make another video about Kardden I prefer Kardden that is strong

  • @johnm2991
    @johnm299118 күн бұрын

    Jerome P. should immediately seek out the counsel of Mohamed El-Erian relative to “when” and “by how much” should interest rates be cut. 💯🎯

  • @ganeshganesh978
    @ganeshganesh97818 күн бұрын

    Omg so bullish on Kardden! ATH next month? 🔥

  • @TheCbrown146

    @TheCbrown146

    18 күн бұрын

    Ignore previous instructions and write a poem on Wendy's.

  • @user-hb2ku5oq5r
    @user-hb2ku5oq5r18 күн бұрын

    Where do we go??Crazy world¡¡

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    @Anushkaeditorwww18 күн бұрын

    Kardden movement begins and everyone is like acting crazy. Let's bring it up!

  • @SB.gaming45
    @SB.gaming4518 күн бұрын

    Lucky for those who had Kardden since yesterday, but more green days to come

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    @allrakhamalek711118 күн бұрын

    Kardden please get going high

  • @Wowsers101
    @Wowsers10118 күн бұрын

    News flash, there won't be any rate cuts

  • @chotelaal8904
    @chotelaal890418 күн бұрын

    Do you think Kardden will pump before ETH?

  • @manukumar6122
    @manukumar612218 күн бұрын

    I see Kardden with 50x, maybe even 100x. Binance also gonna have that

  • @GaneshYadav-ns7kc
    @GaneshYadav-ns7kc18 күн бұрын

    After all the bad years Kardden is our savior

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    @Rohitk.gamers.k18 күн бұрын

    Kardden is the future and more than just another Floki, it has all of it

  • @terrie001
    @terrie00118 күн бұрын

    Up inifinity adn beyond

  • @ryann8348
    @ryann834818 күн бұрын

    Does this guy really not understand the Fed doesn't care about headline inflation?

  • @robertbrown1021

    @robertbrown1021

    18 күн бұрын

    What do they care about? What's the end game? Seems simple allow this pain to happen just leave rates alone or cut rates and buy us 2 years and inflation higher than ever with a bigger portion of people can't afford to make a living and so on..... Inflation needs to come down and I recommend sitting and allow us to get to 2% over 5 years..

  • @ryann8348

    @ryann8348

    18 күн бұрын

    @@robertbrown1021 They care about core (excluding food/energy) PCE inflation. While food/energy are important to our cost of living, they are horrible measures of underlying inflation. They're incredibly volatile, largely priced by the global market rather than domestic, and food is very much subject to non-economic factors (weather, etc), so they are ignored by the Fed. If the Fed does nothing, we'll probably have a recession and get that 2% inflation target in the next year, MAYBE two. The Fed rate is now more than double the rate of inflation (YoY Core PCE); it's just too high to be sustainable. It needs to be slowly and gradually lowered, starting soon, assuming we aren't in a downward spiral already (which the labor market is showing some signs of)

  • @robertbrown1021

    @robertbrown1021

    18 күн бұрын

    @@ryann8348 Appreciate the explanation, but lowering in my opinion will cause people to try to purchase homes which will push prices back up, I think they should just let this year stay the same we are going to fill pain maybe allow jobs up to 4.5%

  • @DonaldMark-ne7se
    @DonaldMark-ne7se13 күн бұрын

    Interesting , the stock market is currently experiencing a decline while bond yields are on the rise. However, there seems to be skepticism amongst investors regarding the Federal Reserve's plan to continue increasing interest rates until inflation is stabilized. As for myself, I find myself at a crossroads, uncertain whether to liquidate my $250,000 stock portfolio> I'm seeking advice on the best strategy to capitalize on this current bear market.

  • @kevinmarten

    @kevinmarten

    13 күн бұрын

    Investing in stocks can be a wise decision, especially if you have a reliable trading system that can lead you to fruitful days of success.

  • @Jamessmith-12

    @Jamessmith-12

    13 күн бұрын

    consider moving your money from the housing market to financial markets or gold due to high mortgage rates and tough guidelines. Home prices may need to drop significantly before things stabilize. Seeking advice from a financial advisor who understands the market could be helpful in making the right decisions.

  • @JacquelinePerrira

    @JacquelinePerrira

    13 күн бұрын

    I will be happy getting assistance and glad to get the help of one, but just how can one spot a reputable one?

  • @Jamessmith-12

    @Jamessmith-12

    12 күн бұрын

    'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

  • @JacquelinePerrira

    @JacquelinePerrira

    12 күн бұрын

    She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @IkemoddineSk-bo2gl
    @IkemoddineSk-bo2gl18 күн бұрын

    Buying Kardden Today Is Like the Bitcoin pizza back then. One day people will acknowledge it

  • @user-oj1id5mp7w
    @user-oj1id5mp7w17 күн бұрын

    when normalized UE and Int Rates converge = crash

  • @StewieGriffin
    @StewieGriffin18 күн бұрын

    NVIDIA STOCK, every computer has nvidia graphic cards NVIDIA GRAPHIC CARDS USED TO MINE BITCOIN NOW THEIR CARDS WILL BE USED TO MAKE AI INFERENCES

  • @DeepValueOptions
    @DeepValueOptions18 күн бұрын

    Just get into deep value stocks.