Latest / HPK Provident Advisors: The Weekly Bull
From Fed Cuts To RMDs: What Smart Investors Need Now
Markets are inching toward highs while cash yields fade and the data pipeline clogs from a long government shutdown. We unpack how a 25 bp Fed cut, a divided committee, and cooler odds for multiple cuts next year ripple through stocks, bonds, and your cash strategy. Earnings remain a bright spot, but leadership is narrow and expectations for megacaps are unforgiving. We talk through the trade truce headlines, tariff tweaks, and what a pause on certain restrictions means for profits, supply chains, and near-term sentiment.
From there, we get practical. If you’ve been waiting on the sidelines…
The skinny
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