Market expectations for four Fed rate cuts in the next year seem overly optimistic given persistent inflation and aggressive fiscal policy.
I'm adopting a more cautious stance on growth and tech stocks, preparing to reallocate some positions to cash if market signals warrant it.
Valuations are elevated but not conclusively bearish; any reallocation is about prudent profit-taking and diversification, not pessimism.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
