Do You 'Sell America' on Fed Independence Risks?

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Remi Olu-Pitan from Schroder warns that Federal Reserve independence risks could negatively impact US equities, leading to a weakening dollar and potentially positive dynamics in other markets.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Remi Olu-Pitan, multi-asset growth and income head at Schroder, discusses asset allocation amid Federal Reserve independence risks. She tells Bloomberg Television the current situation could "weigh negatively" on US equities. "When you have an environment where the dollar is weakening, this typically leads to positive dynamics elsewhere because it reduces financial tightening," Olu-Pitan says. She also discusses commodity markets and the driving forces behind them. (Source: Bloomberg)

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Original article published by Bloomberg on January 12, 2026.
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