New York Stock Exchange
The Fed may pause after increasing rates to 4.75%-5%.
  • As the Fed's tightening cycle nears an end, markets are entering a "Post-Fed world."
  • That's where monetary policy will be less important to market psychology, DataTrek said.
  • The research firm sees four potential drivers of the new investment landscape.

The Federal Reserve's year-long effort to fight inflation through aggressive rate hikes appears to be near its end, and that sets up a new landscape for investors, according to DataTrek Research.  

"Markets expect the Fed to cut rates later this year, and even the [Federal Open Market Committee] believes we are near the end of the current rate cycle," DataTrek's co-founder Nicholas Colas wrote in a note Friday. "We are entering a 'Post-Fed' world, where monetary policy decisions will be less important to market psychology."