Two important pieces of news from the United States for financial markets

We believe that financial markets (equities, real estate, credit, etc.) should react positively to two significant pieces of news from the United States: The Federal Reserve has understood that the US economy is very sensitive to interest rates . D ollar interest rates will therefore remain far lower than the growth rate for a long time; The situation of the US economy is improving both structurally (thanks to the rise in the participation rate and in productivity gains) and cyclically (thanks to the stabilisation of industry), and economic policies are highly expansionary. Growth assumptions for the United States are therefore going to have to be revised upwards.