According to Jin Shi data reports, Principal Asset Management Chief Global Strategist Seema Shah stated that the Federal Reserve is in a dilemma, and its dual mandate may be at odds. Trump's tough stance on tariffs has exacerbated the Fed's awkward situation.

In this case, the Federal Reserve can only choose to stand by. Interest rate cuts are necessary, but the Fed may need to wait until the end of the third quarter for the window of opportunity to open.