Fed Decision Looms: Higher Rates Could Boost Non-U.S. Markets & Fixed Income Opportunities

Andrew Krei shares his take on the Fed's upcoming decision on interest rates, saying the focus will be on the guidance and forward-looking commentary from Chair Powell, not the rate itself. He expects the Fed to stay in wait-and-see mode. He believes this could have a ripple effect on equities and fixed income, making non-US opportunities more attractive due to their relative earnings growth and valuation backdrops.

Trading 360

07 May 2025

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