Latest / HPK Provident Advisors: The Weekly Bull
From Rate Cuts To Real-World Planning
A 25 bp rate cut grabbed headlines, but the real story is what comes next: dissent inside the Fed, a new liquidity backstop for short‑term Treasuries, and a policy path that hinges on data rather than promises. We walk through what this means for markets already wrestling with softer hiring, stubborn small‑business pain, and an equity tape that’s favoring breadth over megacap hype. AI‑driven productivity could be a genuine tailwind, yet investors are demanding earnings, not just CapEx narratives—especially after a few high‑profile stumbles.
From there, we shift gears into decisions that…
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