The Chairman has spoken
Markets are buzzing as Powell teases rate cuts, sending equities into overdrive while the Fed tiptoes between inflation and jobs. The AAA Model isn’t swayed by the hype. It spots Japan sprinting to the top (with a shaky stride), China punching above its “emerging” weight, and EMs stumbling under tariffs and a strong dollar. Europe, meanwhile, looks stuck in quicksand as U.S. tech hogs the spotlight. Through the noise, the AAA Model plays it smart—balancing growth with caution, reminding investors that rallies are thrilling, but discipline and strategy are what actually win the long game.
