The growth environment is getting better, and it may surprise in terms of its strength. As that happens, the Fed is going to get a little bit more concerned about their policy, said David Joy, Chief Market Strategist at Ameriprise Financial. The market is going to anticipate that inflation is going to rise a little bit. Clearly the Fed is in a shifting mode and, as a result, equities are going to struggle when the liquidity environment starts to deteriorate despite an improved operating environment, he observed.
That is one man’s opinion, a new weekly segment added to the successful, The ETF Bully Insights into ETF Investing Newsletter. The ETF Bully Insights into ETF Investing is a daily newsletter with “One Man’s Opinion” being featured every Sunday. Everyone can receive Ulli’s Newsletter at http://www.theetfbully.com/ The Sunday feature will consist of opinions of industry and financial leaders. Opinions, that are fun, educational and entertaining, and insightful, with one featured opinion each Sunday.
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