MBCC TH 29th Aug'25 - "To cut or not to cut, that is the question for the Fed into September FOMC meeting...what will it be? What assets are doomed and what will benefit..position accordingly!"

As a relatively quiet August comes to a close, the most pressing issue on investors’ minds is whether to chase the Russell 2000 IWM 0.00%↑ Small Caps rally vs. Large Caps, or go the other way? Sell Energy and Oil stocks that have rallied recently or fade the recent bounce?

This month has been all about rotation, but was that a sign of a secular change or just some unwinding into a quiet month?

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