Rising inflation has dramatically changed expectations for Federal Reserve policy compared with the beginning of 2026.
Materials, metals and energy are showing strength, while financials are responding to changing expectations for interest rates.
Technology has experienced a correction, although early relative momentum signals could be pointing toward a turn.
Historical presidential-cycle data suggests the fourth quarter could prove important for market returns despite September's reputation for volatility.
The Federal Reserve outlook has changed considerably since the beginning of the year, and inflation could determine whether another major shift is coming.
#reserve #beginning #historical
Materials, metals and energy are showing strength, while financials are responding to changing expectations for interest rates.
Technology has experienced a correction, although early relative momentum signals could be pointing toward a turn.
Historical presidential-cycle data suggests the fourth quarter could prove important for market returns despite September's reputation for volatility.
The Federal Reserve outlook has changed considerably since the beginning of the year, and inflation could determine whether another major shift is coming.
#reserve #beginning #historical
2 months ago
