The Federal Reserve decides on rates—the market consensus is for unchanged rates today. US President Trump advocates for rate cuts, but that view point may be biased by their experiences as a borrower. The rate outlook is complicated. Underlying inflation pressures are modest, and keeping real interest rates stable may require rate cuts.
Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
Aug 2024
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
Follow Nick Timiraos on Twitter https://x.com/NickTimiraos
Nick’s work at WSJ: https://www.wsj.com/news/author/nick-timiraos
Follow VanEck on Twitt ... Show More
1h 6m