30 Jul MORE ON FED RATE CUT IMPLICATIONS

The Federal Reserve (Fed) is likely to start an easing cycle this week, which has several investment implications. We have written a fair amount about the Fed’s U-turn in policy stance this year, including last week’s WeeklyMarket Commentary. That reversal from raising rates to presumably lowering them will become a reality if the Fed cuts rates at this week’s policy meeting,which concludes on Wednesday, July 31. Here we look at some potential asset allocation implications from this monetary policy transition.

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