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Speculation Grows For A Fall Fed Rate Cut

Source: SeekingAlpha

2025-08-12 03:20:00 ET

Investors are often reminded that August and September have, on average, been the two worst performing months for US stocks. 1 While seasonal analysis may offer interesting historical patterns, we view it with a healthy dose of skepticism. Most monthly trends lack strong statistical significance, and even the so-called worst months can surprise. For example, the S&P 500 Index returned 2.3% in August 2024. 2 Markets are driven more by fundamentals and sentiment than by the calendar. But low liquidity — because traders are on the beach — can mean that news flow can exert an outsized impact on prices....

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Speculation Grows For A Fall Fed Rate Cut
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