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Hogan: Fed Can Cut Twice Next Year, We Can End Higher

Hogan: Fed Can Cut Twice Next Year, We Can End Higher

Schwab Network · Schwab Network

December 1, 20257m 53s

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Show Notes

Art Hogan weighs the upcoming PCE print and jobs data to preview what the Fed’s rate cut path will be. The Fed “has a window to cut at least two more times next year,” he argues. He thinks the fundamentals are “more good than bad” in the stock market. However, he thinks some of the high-beta names could be at risk for a downturn. He likes the Mag 7 minus Tesla (TSLA).


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