Global Markets

Global Markets Update

21 March, 2019

US market implications of the Fed’s policy shift

Although investors have become more dovish about the outlook for US monetary policy in the wake of this week’s FOMC meeting, we think that they are underestimating future rate cuts given the grim outlook for the US economy. So in our view, there is more upside for Treasuries, but downside for the S&P 500.

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