I think the market might be ge

I think the market might be getting a bit ahead of itself here. A 25 bps cut could support short-term sentiment, but the bigger question is whether the Fed is reacting to slowing growth or just fine-tuning policy. If it’s the former, then the rally could lose steam quickly.

As for 2025, I wouldn’t expect an aggressive cutting cycle unless inflation falls well below target. More likely we’ll see a gradual easing path, maybe 2–3 cuts spread over the year, depending on data. Trade tensions easing definitely helps risk assets, but fundamentals will need to confirm the optimism.

Market Down 3 Days! Valuations Too High: Would You Hedge?

U.S. stocks have fallen for three consecutive days, with all three major indexes giving back their post-Fed September meeting gains. Strong economic data has added uncertainty to the future rate-cut path, while tech giants continue to show weakness. 1. Do you think this is a healthy pullback? 2. Do you agree with Powell that U.S. equities are overvalued? 3. Can upcoming earnings season justify the current lofty valuations? 4. Would you choose to take some profits or fully hedge your portfolio?

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