Inflation - what direction?
It looks like we are getting an ever increasing round of lay offs which will force the fed to lower rates in the short term but raise them later. This is a short window to pick up any dips in the stock market for monies on the sideline to enter the market for the XMAS RALLY.
The XMAS RALLY is usually the market trying to get some sort of bonus at the end of the year by pushing up the market for simple 1-3% gains.
Look for beaten down sectors or thematics, looks like current hot sectors will cool to the frozen level. Keep tight stop losses but allow beaten up sectors more rope than normal.
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