Dovish Fed Expected to Support Risk Assets -- Market Talk

Dow Jones12-11

0947 ET - Wall Street increasingly bets the Fed would cut twice or more in 2026, after Chair Powell expressed concerns about labor markets yesterday. "A dovish Fed should be broadly supportive of risk assets particularly growth and cyclicals," Global X's Scott Helfstein says. "Industries tied to the corporate investment cycle could also be well positioned as borrowing rates come down." Helfstein adds that short-duration bonds and possibly gold "could be a little less attractive." He recommends shifting towards areas like infrastructure and materials like copper, alongside investments in AI, data centers, and robotics. "Longer duration bonds may get a little more attention if short-term rates fall," he says. (paulo.trevisani@wsj.com; @ptrevisani)

(END) Dow Jones Newswires

December 11, 2025 09:47 ET (14:47 GMT)

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