Current Outlook 1) Stock Market – The market is attempting to price in the next president and the next rate cut, increasing volatility. 2) Bonds – Bond yields are pricing in a Fed pivot and an expectation of a rate cut at the next Fed meeting this month. 3) Housing – Housing supply should increase as rates decline. 4) Gold – Gold is printing new all-time highs as it anticipates rate cuts. 5) Oil – … read more Newsletter #483—The Fed’s Dilemma