Market Kickoff: Fed Expectations & Smart Plays
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Fresh news and strategies for traders. SPY Trader episode #1366. This episode covers the cautious optimism in the U.S. stock market, with futures showing slight gains ahead of an anticipated 25basispoint rate cut from the Federal Reserve this week, despite sticky inflation and a cooling labor market. Key corporate news includes Oracle's AI cloud contracts, Opendoor's leadership changes, Nvidia's antitrust probe, and Merck's FDA designation. The analysis highlights a balance between strong corporate earnings and AI optimism versus inflation, a soft labor market, and high valuations. Trading recommendations include broad market ETFs, smallcap value ETFs, diversified tech plays like QQQ and Oracle, defensive healthcare options such as XLV and Merck, and fixed income ETFs for stability.
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