Don't Fight the Fed: Go for Growth and Cyclical Sectors

What’s a Federal Reserve Board interest rate cut worth to the stock market? We’ll soon find out, but history suggest it’s quite valuable to investors when the Fed reduces rates during an expansionary period rather than ahead of or during a recession. As you’ll see below, such a move will boost U.S. cyclical, growth and large cap stocks, among other asset classes.

As the second quarter earnings reporting season gets underway, I’ve heard a growing chorus of strategists and investors ...

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