Schwab: 50-Point Rate Cut in December?

While broad equity indices appear fully valued, valuation gaps beneath the surface are creating opportunity.

Co-CIO David Aspell told Diane King Hall on Schwab Network that many high-quality companies in energy, natural gas, and healthcare are still trading at reasonable levels, even as investors focus on richly priced AI-driven growth stocks.

He noted that Mount Lucas’ trend-following approach across commodities, fixed income, and currencies is designed to capture major market shifts like these, showing how long-term innovation can translate into lasting market momentum.

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