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High-Risk Bull Market Alert: Rate Cuts Fading, Energy Surging & Midterm Volatility Ahead
Description
Is this rally built to last — or is volatility about to surge?
On this episode of The Money Path, Todd M. Schoenberger sits down with Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, to break down what she calls a “high-risk bull market.”
Despite strong earnings and solid GDP growth, markets face mounting crosscurrents:
• Mixed economic data and sticky inflation
• Slowing labor momentum and fragile consumer confidence
• Fading expectations for aggressive Fed rate cuts
• AI-driven CapEx reshaping productivity and sector leadership
• Energy strength in crude oil and natural gas
• Conflicting oil demand forecasts (EIA vs. OPEC)
• A 10% tariff reinstatement and its potential market impact
• The historical reality of 18–19% midterm election drawdowns
Victoria explains why capital is rotating into underperforming sectors like Staples, machinery, materials, transportation, healthcare, and energy — and why investors may need to prepare for summer volatility.
Is this simply a pause in a powerful uptrend… or the setup for sharper market swings?
If you care about portfolio positioning, sector rotation, Fed policy, AI-driven productivity, energy markets, and election-year volatility — this is a must-watch and listen conversation.
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