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Erin Gibbs on Fed Cuts, Small-Cap Outperformance, and Consumer Trends

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Manage episode 505701888 series 3673276
Content provided by CrossCheck Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CrossCheck Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Buy Hold Sell: Erin Gibbs on Fed Cuts, Small-Cap Outperformance, and Consumer Trends

On this episode of Buy Hold Sell, hosted by Wall Street trader and CrossCheck Media CEO ⁠Todd M. Schoenberger⁠, featured guest ⁠Erin Gibbs⁠, Chief Equity Strategist at ⁠SlateStone Wealth⁠, delivers timely insights on how Federal Reserve rate cuts could reshape the markets.

Erin explains why history shows that small-cap stocks can outperform large caps by 10% within six months when the Fed cuts rates by 200 basis points—a trend that has played out in 6 of the past 7 instances. She also shares her outlook on the health of the American consumer, rising debt levels, and what to expect from retail giants like ⁠Walmart⁠ (WMT), ⁠Target⁠ (TGT), ⁠Celsius⁠ (CELH), and ⁠Ralph Lauren⁠ (RL).

The conversation dives into:

  • 📉 The implications of a potential 50 bps Fed rate cut

  • 🏦 Why small and mid-caps could shine in 2025–2026

  • 📊 Consumer resilience and spending trends

  • 🛒 Retail stock winners and losers

  • 🥇 Gold’s role in a weak-dollar environment

With small and mid-caps at a potential inflection point, this is a must-watch for investors navigating today’s uncertain market.

👉 Watch now and subscribe to the ⁠CrossCheck Media YouTube channel⁠ for more market-moving insights.

📢 ⁠⁠Like⁠⁠ 👍 | ⁠⁠Comment⁠⁠ 💬 | ⁠⁠Subscribe⁠⁠ 🔔 for more in-depth market analysis!

🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

#BuyHoldSell #Investing #Markets #FederalReserve #RateCuts #SmallCaps #MidCaps #ConsumerSpending #RetailStocks #StockMarket2025 #InvestSmart #Gold #Walmart #Target #Celsius #RalphLauren

  continue reading

97 episodes

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iconShare
 
Manage episode 505701888 series 3673276
Content provided by CrossCheck Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CrossCheck Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Buy Hold Sell: Erin Gibbs on Fed Cuts, Small-Cap Outperformance, and Consumer Trends

On this episode of Buy Hold Sell, hosted by Wall Street trader and CrossCheck Media CEO ⁠Todd M. Schoenberger⁠, featured guest ⁠Erin Gibbs⁠, Chief Equity Strategist at ⁠SlateStone Wealth⁠, delivers timely insights on how Federal Reserve rate cuts could reshape the markets.

Erin explains why history shows that small-cap stocks can outperform large caps by 10% within six months when the Fed cuts rates by 200 basis points—a trend that has played out in 6 of the past 7 instances. She also shares her outlook on the health of the American consumer, rising debt levels, and what to expect from retail giants like ⁠Walmart⁠ (WMT), ⁠Target⁠ (TGT), ⁠Celsius⁠ (CELH), and ⁠Ralph Lauren⁠ (RL).

The conversation dives into:

  • 📉 The implications of a potential 50 bps Fed rate cut

  • 🏦 Why small and mid-caps could shine in 2025–2026

  • 📊 Consumer resilience and spending trends

  • 🛒 Retail stock winners and losers

  • 🥇 Gold’s role in a weak-dollar environment

With small and mid-caps at a potential inflection point, this is a must-watch for investors navigating today’s uncertain market.

👉 Watch now and subscribe to the ⁠CrossCheck Media YouTube channel⁠ for more market-moving insights.

📢 ⁠⁠Like⁠⁠ 👍 | ⁠⁠Comment⁠⁠ 💬 | ⁠⁠Subscribe⁠⁠ 🔔 for more in-depth market analysis!

🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

#BuyHoldSell #Investing #Markets #FederalReserve #RateCuts #SmallCaps #MidCaps #ConsumerSpending #RetailStocks #StockMarket2025 #InvestSmart #Gold #Walmart #Target #Celsius #RalphLauren

  continue reading

97 episodes

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