The Fed Gets Schooled on Rising Economic Growth

Main content

  • A hawk in dove’s clothing, Yellen will likely be ahead of the curve when it comes to hiking rates.

  • Winding down quantitative easing and zero interest rates will bring greater market volatility.

  • Driven by strength in manufacturing and a revitalized consumer, corporate America is thriving.

  • The euro zone is an economic basket case, forcing Draghi to reach for another “bazooka” solution, to the likely benefit of risk assets.

  • Broad, globally diversified portfolios can help protect investors against the volatility that policy normalization may bring.

Footer content