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The Post Rate Cut Playbook 9/23/24

Halftime Report

CHAPTER

Navigating Market Uncertainty Post-Rate Cuts

This chapter explores the current market dynamics following recent rate cuts, emphasizing a cautious investment stance amidst a strong rally. It discusses the importance of liquidity, the potential impact of upcoming economic indicators, and the contrasting performances of large-cap versus small-cap stocks. The chapter concludes with a focus on major tech companies, highlighting their growth potential and the need for earnings growth to guide investment strategies.

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