TechFlow, Sept. 18 — According to Jinshi Data, Allspring Global Investments strategists George Bory and John Campbell noted in a commentary that if the Federal Reserve adopts a "just right" level of easing—neither too much nor too little—equity markets could benefit.
They stated that whether stock markets can maintain strength and broaden participation depends on the Fed achieving a delicate balance amid uncertainty over tariff policies: providing sufficient accommodation to avoid an economic downturn while keeping inflation under control.
The two strategists added that declining fixed-income yields could also enhance the alternative appeal of high-dividend stocks.
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