Pre-FOMC Macro view
A quick note on how macro looks going into the cutting cycle
Macro Market Outlook: Significant Opportunities Amid FOMC Uncertainty
The current market setup presents significant opportunities as we approach the upcoming FOMC meeting. This event will play a key role in reshaping both interest rate expectations and equity market momentum. With substantial dispersion and rotation evident in U.S. equities, we may be at a short-term inflection point that creates asymmetrical opportunities for generating alpha.
