Navigating Market Volatility and Economic Policy

This chapter examines the current volatility in equity and bond markets, with a focus on the implications of Federal Reserve policies on interest rates and inflation. It explores the latest trends in small-cap stocks, energy policy, and tariffs, while analyzing how these factors impact economic growth and investor sentiment. The discussion also highlights the differing effects of interest rates on consumer groups and the relative investment appeal of U.S. markets versus international opportunities.