𝗝𝘂𝗹𝘆 𝗙𝗢𝗠𝗖 𝗠𝗶𝗻𝘂𝘁𝗲𝘀 𝗥𝗲𝗮𝗰𝘁𝗲𝗱
• The Fed sees inflation as a greater threat than employment
• Tariffs could encourage companies to pass costs onto consumers
• The total impact of the tariffs is still pending
• Concern: Inflation expectations could decrease
Conclusion: The Fed is not rushing to cut rates for now, but markets are already anticipating a move in September.
