U.S. Economy Shows its Independence from the Fed in July

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  • The U.S. economy is recovering strongly, which will compel the U.S. Federal Reserve (Fed) to withdraw its support.

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

  • In our view, investors should embrace risk assets within an effectively diversified portfolio on positive economic growth and corporate earnings.

  • Markets ultimately will be free of Fed influence, a positive for sustainable economic growth.

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