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EPISODE · Dec 2, 2025 · 4 MIN

Small Cap Surge: Your Fed Pivot Strategy

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1444. The market consolidates recent gains as investors await critical economic data, driven by high certainty (8085%) of a December Fed rate cut. Smallcap stocks surged, signaling renewed risk appetite. We analyze this dovish pivot and outline a strategy balancing core growth (QQQ) with ratesensitive exposure (VNQ, TLT) and international hedging (VXUS) to capitalize on lower borrowing costs and global outperformance.

Episode metadata supplied by the publisher feed · Published Dec 2, 2025

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Small Cap Surge: Your Fed Pivot Strategy

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