Mark Ballard
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Fed Moves
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The Fed's 50/50 drop last week will have a major impact on the stock market. We've already seen the strong move up in the broader market in reaction to the drop. The most likely scenario is that this will continue until the market gets wind of the inflationary impact of the move. Inflation has a devaluation impact on the broad stock market as multiples contract and interest rates move up. Positioning portfolios in areas that will benefit from inflation, or that will not have as negative an impact due to inflation will be the key over the coming months. Ag stocks, gold, and energy will continue to be key sectors that benefit from inflationary forces. Defense will continue to have positive fundamentals that will not be impacted by inflation. Avoid consumer related stocks once the market turns - they will get crushed. Mark | ||
