Andrew Freris warns of political interference in U.S. institutions and questions the commodity rally, advising investors against complacency in American equities. He highlights underperformance in U.S. markets and suggests defense sector opportunities outside the United States as a profitable investment strategy.
Federal Reserve to hold rates as political storm intensifies around Powell
The Federal Reserve is expected to pause its interest-rate-cutting cycle this week, as a more stable jobs market eases divisions within the central bank. Officials