Stephanie Pomboy: The Next Fed Cut To Mark The Peak In Stocks?

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Aug 15, 2025

Stephanie Pomboy, a macroeconomic expert known for her insightful analysis, shares her predictions on potential Federal Reserve rate cuts and their historical impact on stock market corrections. She discusses the widening gap between corporate profits and tax contributions, revealing deeper economic implications. Pomboy emphasizes the rise of retail investment as a possible recovery catalyst and explores how geopolitical tensions could affect resource prices, guiding listeners on strategic portfolio adjustments in this shifting landscape.

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INSIGHT

Cuts Won't Instantly Cure Inflation

Stephanie Pomboy expects one or two Fed cuts by year-end but warns core inflation and resource stockpiling will keep price pressures stubborn.
She believes PPI will show more strain than CPI and pressure corporate profit margins over time.

INSIGHT

Fed Cuts Often Mark Market Peaks

Markets feel like a blow-off top with retail and buybacks masking weakening fundamentals and insider selling rising.
Historically, significant market corrections often follow once the Fed starts cutting rates.

ADVICE

Don’t Rely On A Single Fed Cut

Position carefully because markets can run higher before a crash; don't assume a near-term top will hold.
Watch the 10-year yield after any Fed cut because cuts only help if long-term borrowing costs fall too.

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Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money and shared how it won’t surprise her that, if the Federal Reserve does indeed cut rates in September, the market could enter a correction soon after.In fact, were this to happen, it would be extremely consistent with the past pattern of rate cut regimes.Much more often than not, it’s once the Fed starts cutting that substantial market corrections and recessions often follow.How is she positioning for this risk?Find out by watching this video.

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