Key driver for markets is a September rate cut and more later: Partners Group's Anastasia Amoroso

Let's bring in Anastasia Amaroso, Partners Group, chief investment strategist for private wealth and retirement. It's nice to see you. All right, so we we dealt with the two biggest issues this week.Um, where do they stack in your mind to setting us up for what might take place in the next few weeks, months. Well, to me, the question of Fed independence is an ongoing question, but I don't think it is the key driver for the markets. I think it's really about whether we do get that rate cut in September and a ...