#SwingTradingStrategy 🤔 Summary of Jerome Powell's Conference:
✅ Strength of the U.S. Economy
• Powell confirmed that the economy is growing at a rate between 1.5% and 2%, and the labor market remains strong, keeping the unemployment rate in a suitable place.
• He noted that supply and demand in the labor market have kept the unemployment rate at appropriate levels, although the supply of labor has begun to dwindle due to decreased immigration.
✅ Inflation and Its Expectations
• Powell clarified that inflation remains high, expecting it to rise in the coming months due to tariffs.
• He mentioned that core service inflation is sharply declining, but warned that the impact of tariffs may not be just a one-time effect.
✅ Current Monetary Policy Stance
• He pointed out that monetary policy has become moderately constrained, not severely, and it is likely that we will soon reach a stage where lowering interest rates is appropriate.
• He stated that as long as the labor market is in good shape and inflation is on a slowing path, the correct action is to maintain interest rates.
✅ Economic Uncertainty
• Powell affirmed that economic uncertainty has diminished but remains high, indicating that the division in expectations reflects differences in risk assessments.
• He emphasized the importance of waiting for actual data before making any decisions.