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Fed mulls rate cut, TikTok goes to court: Catalysts

On today’s episode of Catalysts, hosts Seana Smith and Madison Mills discuss the big stories, from how a rate cut and the election could impact markets to TikTok’s legal battle against a potential US ban. While tech has certainly led the market’s record growth this year, many investors are bracing for a potential rotation as interest rates fall. Nicole Inui, head of Americas equity strategy at HSBC, explains that the market is likely to expand beyond tech, benefiting sectors like financials (XLF), utilities (XLU) and healthcare (XLV). She adds: “If we look at the market as a whole, it looks like it’s trading at a very significant premium. If you take out the Mag Seven, you take out tech, valuations are not that high compared to historical levels. So yes, tech, Mag Seven, you’re still seeing strong earnings growth.” Greg Daco, chief economist at EY, expects the Federal Reserve to implement a 25 basis point rate cut when it starts its rate cutting cycle. However, he noted that the central bank is walking a delicate tightrope: “If you ease monetary policy by 25 basis points, it does little to nothing in terms of consumer rates, auto lending, mortgage rates, very little. But the risks are asymmetric. If the Fed doesn’t ease monetary policy as much as the markets expect, then you’re essentially going to see a repricing of rates and you’re going to see some upside in terms of rates, and that could hurt consumer spending, the housing market, business investment. That’s the real risk right now.” Meanwhile, TikTok is set to go to court on Monday for a key hearing in its ongoing fight to block a law that could ban the app in the U.S. Rachel Tipograph, the CEO of e-commerce analytics firm MikMak, tells Yahoo Finance that the likelihood of TikTok being disrupted, either through a ban or a sale, is increasing. Looking at Snapchat (SNAP) and Meta Platforms (META) stocks, the analyst says, “There is an implied probability that TikTok disruption is more likely than not in the next four months, and I think that could manifest itself in a full sell-off, a full ban, or somewhere in between.” He says this means “eyes and money are turning away from TikTok,” which helps Meta and Snapchat. GenWealth Financial Advisors financial advisor and host of “Get Ready for the Future Show” Scott Inman joins Catalysts to discuss how the election could impact markets (^DJI,^GSPC,^IXIC) and how investors can best prepare their portfolios for the rest of the year. He believes that markets “don’t really care who’s in power,” noting that they’ve performed well and GDP (gross domestic product) has grown regardless of a Democratic or Republican administration. This post was written by Melanie Riehl