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Bull Market Altitude: Rate Cuts and Tech Titans

EPISODE · Oct 28, 2025 · 4 MIN

Bull Market Altitude: Rate Cuts and Tech Titans

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1409. The S&P 500 has surged past 6,800, driven by twin engines: widespread expectations of a Fed rate cut and exceptional corporate earnings, particularly within megacap technology. This highly concentrated rally, fueled by the Magnificent 7 and the AI narrative, pushes valuations well above historical averages. We analyze how to strategically overweight growth sectors (XLK, QQQ) while using core bond ETFs (AGG, TLT) to hedge against market volatility and capture the anticipated bond rally.

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Bull Market Altitude: Rate Cuts and Tech Titans

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