Defense and Dips: Positioning for the Fed Pivot episode artwork

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.

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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This episode was published on November 26, 2025.

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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...

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