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Cantor Fitzgerald sees Fed pivot fueling market upside as job growth cools

Cantor Fitzgerald sees Fed pivot fueling market upside as job growth cools

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Cantor Fitzgerald highlighted in its latest biweekly macro note that a clear deceleration in U.S. job creation is prompting the Federal Reserve to shift toward a more accommodative policy stance—an environment the firm views as broadly supportive for equities.
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A deceleration in U.S. job creation is prompting the Fed to adopt a more accommodative policy stance, which Cantor Fitzgerald views as broadly supportive for equities.
Cantor Fitzgerald believes the Fed has abandoned its strict 2% inflation goal, interpreting this shift as bullish for markets.
They anticipate rising productivity, increased domestic investment, onshoring, deregulation, tariff relief, AI infrastructure expansion, and delayed effects of rate cuts to provide strong market tailwinds.
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