There's no question that the FOMC is expected to provide the much-needed clarity global markets need in order to move forward with some sense of conviction, ahead of that, we're seeing a very pregnant pause and an air pocket of conviction. Stefan Worrall More Quotes by Stefan Worrall More Quotes From Stefan Worrall If we get some certainty about the strength of the U.S. economy and the likelihood of policy normalization by the Fed, and if a rate hike seems justifiable, that is positive for sentiment for global risk-on because a lot of people have been bracing for this. Stefan Worrall company-news We are potentially at a crossroads. If U.S. monetary policy begins to tighten, U.S. equity markets may have trouble rallying, which could translate to some caution in other equity markets including Japan. Stefan Worrall most-read-articles Japan is amidst a perfect positive storm, the oil price decline is stimulatory to world demand for Japanese exports, and offsets the impact of the weak yen on domestic energy costs. Stefan Worrall company-news
