#PowellRemarks Jerome Powell's recent statements, president of the Federal Reserve (Fed), have reiterated a cautious stance regarding the current economic outlook. Experts agree that the Fed remains "well positioned" to react, emphasizing the need for more concrete data to make decisions about interest rates.
Powell has emphasized that inflation, although it has decreased, is still "a bit above the target" of 2%, and warns that the imposed tariffs could lead to a temporary increase in prices, the cost of which "someone has to pay," impacting the final consumer. This explains the decision to keep rates unchanged for the fourth consecutive meeting in 2025.
Experts' recommendations focus on patience and monitoring. They advise investors to pay attention to upcoming inflation and employment data, as well as the evolution of trade tensions. Although the Fed anticipates two rate cuts for 2025, uncertainty persists, and most analysts expect the first adjustment to occur no earlier than September. Clear and transparent communication from the Fed will be key to guiding market expectations.