đ Central Banks Are Cutting: Here's the Trade
The Fed just fired the starting pistol, cutting rates for the first time in 9 months. But they're not aloneâthis is a global easing cycle.
The Quick Intel:
The Trend is Your Friend:Â Major banks worldwide are cutting rates to fight economic slowdowns.
The Fed's Plan:Â This recent cut is likely the first of a few more expected this year.
Massive Concentration: Meanwhile, the top 10% of US stocks make up a record 78% of the entire market. This means risk is highly concentrated.
The Bottom Line:Â Liquidity is coming. Historically, non-recessionary rate cuts have been bullish for risk assets like stocks and crypto. Stay sharp and watch the macro moves.
