EPISODE · Oct 6, 2025 · 4 MIN
Shutdown ShrugOff: Resilience and the Expected Fed Cut
from The SPY Trader · host Manoj Sharma
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.
What this episode covers
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.
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Shutdown ShrugOff: Resilience and the Expected Fed Cut
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