Expect a flight back to the emerging markets where investors can obtain higher yields. The continuation of current policy is great for risk assets (equities). As a result of risk in the system, the demand for precious metals such as gold, silver, and platinum will rise. The looming debt ceiling fight and lack of tapering will push gold above 1400 in the coming weeks. Interest rates will remain low and the housing market will continue its upward recovery trajectory. Home improvement retailers such as Lowe's Companies, Inc. (NYSE:LOW) and The Home Depot, Inc. (NYSE:HD) are good investments to consider at the moment.