Скачать или смотреть Rate Cuts | Investors Are Tech Tired | Who Keeps Selling? | What To Invest In 2026?

Fed did lower interest rates by 25bp and gave their outlook on 2026 labour market and inflation. The Fed is delicately balancing their dual mandate between keep inflation at 2% and keeping the jobs market healthy. However, the fed finds it increasingly more difficult to balance these tasks and internally they are having more and more conflicts on how to proceed next year.

If you look at the reacion of the market, Tech and Crypto fell dramatically also paired with the bad outlook from #oracle $ORCL Oracle stock. This could also signal that investors are having a.i. fatigue and are looking for other opportunities elsewhere in the stock market. Keep in mind that a lot of sectors have been overlooked for the last two years because all of the money was chasing tech and a.i. now that the narrative / story has been winding down, investors look for other ways to seek alpha.

There are other sectors however with stocks that have been flying under the radar. These are 'boring' stocks with less exciting stories than a.i. and world revolution but nevertheless profitable stocks with stable margins.

Think of stocks like $mrna #moderna #pfizer #walmart #target #costco and other stable margin stocks that are down due to fiscal policy, JFK and Trump. If the 2026 midterms show that the country is taking a step to the left, then it makes sense to look more careful at the sectors on which the administration now has a pretty pessimistic and negative stance on

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