Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

Bullish or Bearish? Our Thoughts on the Fed’s Hawkish Pause

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Macroeconomics

<ul>
<li>The latest US inflation data would allow the Federal Reserve to consider ending the tightening cycle after July's rate increase.</li>
<li>However, Powell's hands are tied due to repeatedly emphasizing the need for a weaker US labor market, especially since macro data has come in better than expected.</li>
<li>Ironically, a surprise end to the Fed's tightening cycle could have a negative impact on stock markets.</li>
</ul>


The latest US inflation data would allow the Federal Reserve to consider ending the tightening cycle after July's rate increase.
However, Powell's hands are tied due to repeatedly emphasizing the need for a weaker US labor market, especially since macro data has come in better than expected.
Ironically, a surprise end to the Fed's tightening cycle could have a negative impact on stock markets.


One or Two More Fed Rate Hikes? Comparing Today to the Last FOMC Meeting