Steady GDP growth paired with Fed rate cuts creates the sweet spot for market expansion. When the economy stays resilient while policy turns accommodative, valuations get room to breathe. That's the golden setup—growth supporting the upside, liquidity fueling it. This combination rarely comes around, which makes it worth watching for portfolio positioning.
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Steady GDP growth paired with Fed rate cuts creates the sweet spot for market expansion. When the economy stays resilient while policy turns accommodative, valuations get room to breathe. That's the golden setup—growth supporting the upside, liquidity fueling it. This combination rarely comes around, which makes it worth watching for portfolio positioning.