iShares International Treasury Bond ETF

The Federal Reserve's cautious stance on rate cuts has prompted investors to rethink their portfolios. Experts suggest focusing on sectors with pricing power, such as AI, defense, and energy infrastructure, as well as diversifying into international bonds and dividend-paying large-cap stocks to stay defensive while participating in potential upside.

Related tickers: BWX, ISHG, BOTZ, ITA, AMLP, VIG.

As wage growth slows down, many analysts noted that the Fed may have to decrease borrowing costs to prevent tightening of the real rate or inflation-adjusted policy rate.

Related tickers: KBE, SCHO, ISHG, XTRE.