Lower interest rates from the Fed tend to reshape investor behavior in interesting ways. When borrowing becomes cheaper, capital seeks higher returns—and that often means moving beyond traditional safe havens. According to analysis from Jefferies, this rate-cut environment is creating a compelling entry point for specific equities. The logic is straightforward: as real yields compress, investors get more aggressive about deploying capital into growth and alternative assets. For those watching market cycles, this shift in monetary policy is worth paying attention to, especially if you're thinking about portfolio repositioning. The question becomes not just where rates are headed, but which opportunities emerge in the wake of policy changes.