Investors buying Big Tech stocks and Treasuries ahead of a potential Fed rate cut

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Frank Holland breaks down what investors are watching as the trader week begins.

Worldwide Exchange Word of the Day: Fed Mimi Duff from GenTrust said the Federal Reserve decision on Wednesday will dominate the market action this week. But Duff said she is more focused on the Jerome Powell news conference and the tone of that than the actual decision to cut by a quarter or half point. "You could make a totally neat case for either one," she said. "The summary of economic projections and the press conference I think will matter a lot more.

mountain Alphabet, year-to-date But McKnight says it all comes down to two factors: The are "cash cows" and have "the ability to deliver on earnings." The case for US Treasurys Both McKnight and Duff see opportunities in bonds and say they look as attractive, and in some cases, more attractive than the equity market. The short of the curve looks more attractive to McKnight who sees yields on that end declining more rapidly during the Fed rate cutting cycle.

mountain Intel, 1 day Intel continues to be a laggard in the chip space with shares down 60% year to date.

 

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