May 15, 2026 Fed Chair Appointment Could Spur Consumer Rebound

19 days ago

Rob Spivey

""And that date, everybody is May 15th, 2026. And in case you haven't been paying attention on what's going on in Washington, that is when the new Fed chair will be appointed by President Trump. If he gets his way, with interest rates targeted at 1 to 2%, this could provide a safety valve for the battered consumer segment. With consumers currently representing just 15% of the S&P 500—the lowest ever—we could see an aggressive bounce in consumer stocks as lower rates ease mortgage burdens and improve affordability.""

Rob Spivey outlines a significant macro catalyst centered on the appointment of a new Fed chair on May 15, 2026, as driven by President Trump's agenda. He explains that with potential interest rate cuts to 1-2%, consumer stocks, currently undervalued in the S&P 500, may experience a strong rebound. The commentary emphasizes the impact of easing credit conditions on consumer affordability and market dynamics.

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