Investors should 'stick to the plan' following the Fed rate cut: Kenny Polcari | Fox Business Video

The recent Fed rate cut is expected to lower borrowing costs, potentially benefiting sectors like real estate and consumer discretionary. Investors should consider ETFs that focus on these sectors or individual stocks with strong fundamentals in these industries. Companies benefiting from lower borrowing costs may see an increase in stock prices.

The cap on credit card rates proposed by Trump may positively affect consumer spending by reducing consumer debt servicing costs. This could improve the outlook for retail stocks and related ETFs.