Rate cuts hope

"Hope clouds observation"

~Dune (2021)

I think largely the rally since kast year October happened due to a combination of earnings and hopefulness of rate cuts.

But with war and government spending in US at all time high rate cuts don't seem to be due for quite some time. As a result a lot of these stocks have rallied based on bad Fed estimates so it'd very likely that we will have a panic when people start to realise rate cuts aren't coming.

The major industries to suffer from this would be property, food and maybe energy and transportation.

I think people should pull back their money and instead watch the markets instead and wait for an opportunity to come when it is nice and low.