Shutdown ShrugOff: Resilience and the Expected Fed Cut

Fresh news and strategies for traders. SPY Trader episode #1387. The market shows remarkable resilience despite the government shutdown and resulting data blackout. Small caps are leading gains while investors rotate defensively into Utilities and Healthcare, anticipating an 89% chance of a 25 basis point Fed rate cut in October. We review strategies for maintaining growth exposure while tactically overweighting defensive sectors and adding fixed income ballast.