Happy Friday!
It looked like we were heading for a lower close in the S&P 500 this week, but instead the market ended up 1.5%, with SPY finishing at 645.31. So what changed? A lot of things are warming up.
Fed Chair Powell’s Jackson Hole comments hinted at being more open to rate cuts.
Canada stepped back from some retaliatory tariffs.
Intel’s CEO signaled openness to a government stake.
And inflation? That’s definitely hotter than we’d like. Lower rates can give equities a short-term lift, but inflation raises input costs and squeezes margins over time.
So, how do we navigate it? Focus on assets that tend to hold value in inflationary periods:
Metals like gold and silver
Real estate as a hard asset
Commodities such as oil and lumber
Treasury Inflation-Protected Securities (TIPS)
Not necessarily a “buy now” list, but worth keeping on your radar so you’re not the last one paying attention.
Enjoy your weekend and, as always, trade smart.
#MarketInsights #InflationWatch #FedPolicy #HardAssets
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