š The FED is CONFUSED!
- Market Insight by ChainOracle
THE MARKETS ARE UNCERTAIN AND POWELL ADMITTED: āWE DON'T KNOW WHAT WILL HAPPEN!
No surprise yesterday: rates unchanged for the #Fed .
But what really matters is not the choice, but the tone.
š§ WHAT DOES IT MEAN FOR THE INVESTOR?
The Fed is stagnant, but does not have a defined plan; inflation and rates could bounce back in the summer, and the Fed will consider cutting only when one of the two mandates, such as inflation or employment, is no longer sustainable.
š āOne meeting at a timeā is the new mantra, hence it will navigate by sight.
šÆ How should an investor behave today? In such an uncertain context, discipline is everything.
How to move in a few STEPS:
ā If you are Passive, just continue your PAC :) But prepare for a stormy sea
ā Maintain a flexible portfolio, with short duration and high quality
ā Watch out for BONDS that could be exposed to inflation surprises
ā Try to favor sectors that can "withstand the blow" especially from unclear geopolitical events.
ā Keep an eye on key data like Inflation, unemployment, and payrolls
What do you think? Write it in the comments!
No financial advice. Just clean data and logic.
ā ChainOracle š§ š®