【Strategist: The Federal Reserve's Dual Mandate May Diverge】Seema Shah, Chief Global Strategist at Principal Asset Management, stated that the Federal Reserve has found itself in a nearly desperate situation where its dual mandate—full employment and price stability—may be at odds. However, the incredibly high uncertainty surrounding U.S. government policies will determine the timing and magnitude of these changes. Trump's tough stance on tariffs has further complicated the Federal Reserve's predicament. In this context, the Federal Reserve can only choose to stand by. Rate cuts are necessary, but the Federal Reserve seems increasingly in need of waiting until the end of the third quarter for the window of opportunity to open.
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Strategis: Misi ganda The Federal Reserve (FED) mungkin akan berjalan ke arah yang berlawanan
【Strategist: The Federal Reserve's Dual Mandate May Diverge】Seema Shah, Chief Global Strategist at Principal Asset Management, stated that the Federal Reserve has found itself in a nearly desperate situation where its dual mandate—full employment and price stability—may be at odds. However, the incredibly high uncertainty surrounding U.S. government policies will determine the timing and magnitude of these changes. Trump's tough stance on tariffs has further complicated the Federal Reserve's predicament. In this context, the Federal Reserve can only choose to stand by. Rate cuts are necessary, but the Federal Reserve seems increasingly in need of waiting until the end of the third quarter for the window of opportunity to open.