In partnership with

Today, is the day that stock market bulls have been waiting for now for two years. It was two years ago that the Federal Reserve announced that it was going to start to raise interest rates in order to fight inflation.

Today, they have a FOMC meeting and everyone expects them to set the stage to lower interest rates in September.

When they started to raise rates two years ago, the Fed said that it would even keep rates at a high level and not lower them, even if it risked causing a recession, until the CPI inflation rate reached its target of 2%.

It has not even gone below 3% yet, but today, they will abandon their inflation fight completely.

Yesterday, NVDA fell 7%, and, after the close, MSFT reported earnings and the stock dumped on the news as it revealed that it was spending billions on “AI” with no real revenue gains to show for it.

That shows that the stock market may need interest rates cuts at this point to keep rising into the November elections.

Look for the Fed to declare victory over inflation, by predicting that it will go to 2%, and say that they need to lower rates as insurance against a possible recession, or, what they won’t admit, a stock market drop.

A September rate cut, though, is something for bulls to buy into as traders like to front run news.

It also means that people’s rent, utilities, and the cost they are now paying for their groceries, will never stop going up.

No “AI” was used to write this email or edit it.

Whiskey: A Hedge Against Market Volatility

Looking to protect your portfolio from the next recession?

Consider investing in rare spirits like whiskey.

Whiskey investing provides a proven hedge against stock market dips driven by inflation and other factors.

With Vinovest, you can invest in high-growth segments such as American Single Malt, emerging Scotch, Bourbon, and Irish whiskey. Thanks to established industry relationships, Vinovest overcomes industry barriers that have made historically whiskey investing expensive and opaque. As a result, you can enjoy high-quality inventory that boosts your portfolio value and enhances liquidity.

Schedule a call with a Vinovest advisor to learn more.

And…..

Here is the 1-month Treasury yield.

It’s going to go down when the Fed lowers interest rates.

It may be a good time to buy some CD’s or bonds to lock in current rates.

-Mike

^{Disclaimer: The opinions expressed in this newsletter are those of WallstreetWindow its editors and contributors, and may change without notice. The information in this newsletter may become outdated and we have no obligation to update it. The information in this newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor or a group of investors. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. We strongly advise you to discuss your investment options with a financial adviser prior to making any investments, including whether any investment is suitable for your specific needs. WallStreetWindow is owned by Timingwallstreet, Inc. and it is not a registered investment advisor and does not provide individual investment advice. This is a publication for the general public.}