Fed Rate Hold at Three Point Five Zero to Three Point Seven Five Percent: March Trading Playbook for Sector Rotation and Rate Cut Positioning

The Federal Reserve holds rates at 3.50%-3.75% while core PCE inflation stalls at 2.8%, creating critical sector rotation opportunities and fixed income volatility. This episode breaks down the delayed rate cut timeline now pointing to June 2026, analyzes small-cap outperformance trends, healthcare sector strength, and treasury yield positioning across the curve. Learn how Fed officials' dovish signals contrast with stubborn inflation data, and discover actionable trading strategies for navigating the gap between market expectations and economic reality as we move through Q1 2026.