EPISODE · Nov 26, 2025 · 4 MIN
Defense and Dips: Positioning for the Fed Pivot
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1438. The S&P 500 is walking a tightrope, caught between a shortterm correction and strong fundamentals driven by corporate earnings and expected Fed rate cuts. We analyze the rotation out of Tech and into defensive sectors like Health Care and Consumer Staples. Learn our threepronged strategy: selectively buying quality growth dips, maintaining defensive balance against consumer uncertainty, and building core fixed income to benefit from the anticipated bond rally.
What this episode covers
Fresh news and strategies for traders. SPY Trader episode #1438. The S&P 500 is walking a tightrope, caught between a shortterm correction and strong fundamentals driven by corporate earnings and expected Fed rate cuts. We analyze the rotation out of Tech and into defensive sectors like Health Care and Consumer Staples. Learn our threepronged strategy: selectively buying quality growth dips, maintaining defensive balance against consumer uncertainty, and building core fixed income to benefit from the anticipated bond rally.
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Defense and Dips: Positioning for the Fed Pivot
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