Fed Rate Cut Boosts Markets: Stocks Rally, Bonds Steady, and Key Sectors to Watch


The Fed’s recent rate cut pushed the Dow, S&P, and Nasdaq higher, while Treasuries and oil told a different story. In this Protect Your Assets market briefing, David Hollander explains what the Fed’s decision signals about the labor market, why job trends raise recession concerns, and how AI is reshaping the outlook. He also breaks down what investors should know about bonds now that much of the rally is priced in, how to approach equities at record highs, and which sectors may benefit most from lower rates and recent tax law changes. 

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