Anticipation and Divergence in Federal Reserve's Decision on Interest Rates

The chapter explores diverging expectations between the market and a firm regarding rate cuts and inflation trends, focusing on the Federal Reserve's approach to core PCE inflation hitting the 2% target by 2026. Phil Orlando, Chief Equity Market Strategist, provides insights on market dynamics, treasury yields, stock performance, and predicts a post-election rally benefiting sectors like domestic large cap value and small cap growth.