A Golden Finance report states that an increase in the US budget deficit means that the marginal interest rate will rise. We absolutely hope to avoid an economic recession. We have seen signs of a weak labor market, which is the reason why the Federal Reserve has cut interest rates by 50 basis points. Looking ahead, we will follow all the data to determine the interest rate policy. The resilience of the economy makes us wonder if the neutral interest rate is higher. The geopolitical risks have not yet had a significant impact on the oil market, which has been surprising.
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O Fed Kashkari: seguirá todos os dados no futuro para decidir a política de taxa de juros
A Golden Finance report states that an increase in the US budget deficit means that the marginal interest rate will rise. We absolutely hope to avoid an economic recession. We have seen signs of a weak labor market, which is the reason why the Federal Reserve has cut interest rates by 50 basis points. Looking ahead, we will follow all the data to determine the interest rate policy. The resilience of the economy makes us wonder if the neutral interest rate is higher. The geopolitical risks have not yet had a significant impact on the oil market, which has been surprising.