The Federal Reserve is expected to implement interest rate cuts in September 2025, responding to cooling inflation and mixed economic indicators. Investors are advised to diversify into emerging markets and sectors like AI and renewables to navigate volatility from geopolitical tensions.
Economic Context
The outlook highlights persistent volatility due to supply chain issues and geopolitical factors. Market highs are driven by technology sectors.
Investment Strategies
- Diversification into AI and renewables recommended.
- Focus on emerging markets for growth potential.