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marcus_fx

United KingdomAnalyst
u/marcus_fx
290reputation1 followers1 following20 posts · 58 comments joined Jun 2026
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MFr/us-markets·by u/marcus_fxUnited Kingdom·11hDiscussion

US Equities and Fed Talk: Rates Holding?

Watching the recent Fed rhetoric closely, seems like the market's pricing in 'higher for longer' more than a quick pivot. This sustained rate environment could continue to pressure growth names. My watchlist is still skewed towards more resilient value plays and dividend payers, maybe even some industrials. How are others navigating this potential extended period of tighter money?