Rate Cut or Not: 5 Places to Watch for the Next Big Move
Whether the Fed leans dovish or cautious, markets could pivot fast. These are the areas worth watching.
Today’s market action may look quiet—but don’t be fooled. The Fed is set to announce a widely expected 25bps rate cut, and the real story is in the guidance.
Are more cuts coming this year? Or is this a single adjustment before a pause?
Markets are positioning across asset classes. Here’s where that positioning may translate into opportunity:
Gold: New Highs, More Room?
Gold is up ~40% YTD, trading near $3,700/oz. Falling yields, strong central bank demand, and Fed easing expectations are supporting this run. UBS and Deutsche Bank now forecast $3,800–$4,000 into 2025–26. A dovish Fed may reinforce the bullish case.
Why Are Famous Billionaires Buying This Gold Miner?
Gold legends-Eric Sprott, Goldcorp founder Rob McEwen, and Kinross founder Bob Buchan-each own a sizable stake in a small Nevada gold miner.
Why?
Because it's already producing gold, has major infrastructure in place, and sits in one of the world's top gold mining regions.
When billionaires get in early, there's a reason.
See why these gold giants are backing a company still trading under $1
Tech: Duration-Friendly Again
Mega-cap tech names remain sensitive to yield compression. If easing accelerates, duration exposure (via QQQ or key leaders like NVDA, AAPL) could continue to outperform.
Cyclicals: Rotation on Deck?
If the Fed sounds confident in economic strength, expect sector rotation into names linked to growth and expansion. Financials, industrials, and materials may benefit first. XLF and XLI are key ETFs here.
Bonds: Macro Signal Watching
Yields are falling, and the curve could steepen if short-end rates drop faster. TLT offers a way to trade long-duration moves, especially if a multi-cut cycle unfolds.
Fed Cut IMMINENT — Do THIS right now…
It's official: 100% chance the Fed cuts interest rates just days from now.
And I'm pounding the table on one specific investment.
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Key Message:
It’s not just the rate cut—it’s the roadmap that follows. Watch how markets react, not just what the Fed says. That’s often where the best trades start.
-Christopher
The Fed is meeting about Trump’s “Smart Dollar.”
This week, investors quietly moved $6.2 billion in a span of 24 hours - likely in anticipation of the next Fed meeting.
At the center of the discussion? President Trump's new "Smart Dollar."
You see, what was once dismissed as too radical is finally being taken seriously at the highest levels of government. Even Jerome Powell's now onboard.
Already, the "Smart Dollar" is moving more money than Visa and Mastercard combined… and it's triggered a $40 billion surge in demand for U.S. Treasury bills.
I believe this could be the biggest financial shift since credit cards started appearing in every American's wallet – and the gains for people who know about it now could be extraordinary.