**Federal Reserve Policy: Insider Information on the Next Course of Action**

A statement from Federal Reserve Chair Jerome Powell expressing concern about the labor market has sparked a wave of expectations on Wall Street. Investors are increasingly betting on a double or even more significant rate cut in 2026, signaling an anticipated shift in monetary policy.

**How a Softer Approach Will Affect Risky Assets**

According to Scott Helfstein of Global X, such a policy shift by the Federal Reserve opens new opportunities for the market. His insider information indicates that a more accommodative monetary stance generally creates a favorable environment for higher-risk assets. This is especially true for stocks of companies with stable growth and assets sensitive to economic cycles.

**More Affordable Credit: Industries That Will Benefit**

With the reduction in borrowing costs, investment cycles at the corporate level are expected to accelerate. This means industries dependent on cheap loans will be in a more advantageous position for development and expansion.

**Portfolio Reorientation: Bonds and Gold**

At the same time, the attractiveness of short-term bonds may decrease somewhat. As short-term rates decline, investors should pay more attention to longer-duration bonds. Gold may also lose some of its appeal, as low rates alter the demand dynamics for assets traditionally viewed as inflation hedges.