05 Feb VIEWPOINTS FEBRUARY 2024
POLICY AND POLITICS
Focus remains on monetary policy with investors parsing Fed minutes and statements. Rate cut hopes drove much of the Santa Claus rally, but the Fed has not committed to investors’ full wish list. Politics will battle monetary policy for mindshare; ~40% of the planet can cast a vote this year, including the U.S. and Taiwan (which just reelected its nationalist party)…
Read the full article here: Viewpoints February 2024
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