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The Fed Cut Rates!

· Lagniappe

Greg and Doug Stokes dive into the latest Federal Reserve meeting minutes, discussing the implications of a long-awaited quarter-point interest rate cut. They examine historical data on what happens when the Fed cuts interest rates at all-time highs and explore the impact on the S&P 500, small- and mid-cap stocks, and the bond market. They also discuss IPO trends, what’s really behind a weak labor market, and the potential for a market bubble.

Key Takeaways

[00:17] - The Fed finally cut rates

[06:55] - The start of the next wave of enthusiasm in the markets

[12:01] - Job market, AI, and a potential bubble

View Transcript

Links

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S&P 500 heatmap

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Torsten Sløk: No Alpha Left in Public Markets

What has happened historically when the Fed cuts at all-time highs?

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Doug Stokes

Greg Stokes

Stokes Family Office

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