đ #FOMCMeeting The Fed remains cautious⊠and the markets hold their breath
The verdict is in: rates remain unchanged for now. No decrease in June, but an increasingly vigilant tone from the Fed. Inflation is calming down, but not enough to justify an immediate loosening.
đŹ My opinion:
This is a coherent decision. It's better to keep the pressure on inflation for a few more months, especially with uncertainties around tariffs and oil. But clearly, the first decrease could come as early as September if the next figures confirm the trend.
đ For traders, be cautious with risk assets in the coming days. The market doesn't like prolonged waiting.
đž For long-term investors, keep an eye on opportunities in interest-sensitive sectors: real estate, tech, etc.
đ To watch:
Next CPI
Powell's speech
Bond market reaction