Goldman Sees Fed 'Not Likely to Cut' Rates in July, Kostin Says

The video discusses the potential impact of Federal Reserve rate cuts on the stock market, highlighting market expectations and historical precedents. It covers Goldman Sachs' view that the Fed is unlikely to cut rates soon, despite market anticipation. The video also examines how different sectors perform during rate cut cycles, with a focus on technology and software spending as key growth drivers.

What is the general expectation regarding the Fed's actions in the upcoming meetings?

How do equities typically respond when the Fed does not meet market expectations for rate cuts?

What historical trends are observed in the stock market when the Fed cuts interest rates?

What sectors tend to perform well during a rate-cutting cycle according to historical data?

How has software spending in the U.S. changed over the last 50 years, and what does this imply for economic growth?