Bill Gross urges investors to focus on Fed chair’s influence

Published 16/07/2025, 19:54
© Reuters.

Investing.com -- Investor Bill Gross issued a statement Wednesday urging investors to "wake up" regarding Federal Reserve leadership changes and their potential market impact.

Gross emphasized that the timing of a new Fed chair is less important than the influence they would have on the Federal Open Market Committee. He suggested that if a new chair can shift committee thinking, bond markets would move toward a more positive yield curve, the dollar would weaken, and inflation could center around 3%.

While Gross indicated some aspects of these changes could benefit stocks, he highlighted significant uncertainty surrounding Fed policy, tariffs, and artificial intelligence impacts. In response, Gross revealed he is adopting a defensive investment approach with increased cash positions, value stocks with 4-5% dividend yields, and greater emphasis on non-U.S. investments alongside previously mentioned MLP pipelines.

Earlier Wednesday, President Donald Trump stated it’s "highly unlikely" he would fire Federal Reserve Chair Jerome Powell, though he didn’t completely rule out the possibility.

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