The Fed Just Validated My Biggest Market Call - And Most Investors Still Aren't Ready
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Leo NelissenInvesting GroupFollow5ShareSavePlay(16min)CommentsSummaryThe Fed's latest move confirms my "running it hot" thesis, signaling a shift toward prioritizing growth and liquidity even as inflation risks remain elevated.With QE-style support returning and policymakers clearly favoring economic momentum, I see the market entering a new phase that could reshape 2026.That's why I'm preparing now for a broad rotation, balancing inflation worries with what I believe is a powerful setup for value, cyclicals, and dividend strength.Yau Ming Low/iStock Editorial via Getty Images Introduction The Fed cut interest rates again last week. By now, or even then, that wasn't groundbreaking news, as most people expected it. Especially today, a few days later, most people know what happened and why the Fed did it.This article was written byLeo Nelissen48.04K FollowersFollowLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ODFL, QXO, CSL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You