
Markets in September
September saw equities defy historical trends with a strong performance, buoyed by the Fed's unexpected 50 basis point rate cut and substantial fiscal support from China. The S&P 500 rose 2.1%, with consumer-focused sectors leading. Despite mixed economic data, the labor market showed resilience, and inflation continued to slow. As the Fed maintains a neutral stance, market risks, including inflation and high valuations, remain. Freedom Family Office’s CIO, Kyle Cain, discusses the potential market impact and strategies to capitalize on opportunities.