RE: How does Fed policy affect IAG30 Jan 2022 18:58
Inflation will die down. The feds minutes were a warning and the markets responded as they were required to. You can see the cash moving from the nasdaq into the SnP 500 as investments become more income driven rather than growth driven (risk off). I dont think the equities markets will collapse I think there will be more realistic valuations with a boost in companies with lower multiples. That's why Warren buffet is recommending SnP500 ETFs and JP Morgan is recommending UK stocks this week. The ftse is made up of cyclical, energy and mining etc and these will have good cash flow.