Do You 'Sell America' on Fed Independence Risks?

Core Viewpoint - The current environment poses risks to US equities due to potential Federal Reserve independence issues, which could negatively impact market dynamics [1] Group 1: Asset Allocation - The weakening dollar is expected to create positive dynamics in other markets by reducing financial tightening [1] Group 2: Commodity Markets - Discussion on the driving forces behind commodity markets was highlighted, indicating their significance in the current economic landscape [1]