Cookie settings
Picture
Kontakt
Picture

A better growth outlook leads the Fed to a pause

In Kürze

The January meeting contained two surprises: Governor Waller joined Governor Miran in dissenting from the decision to keep rates unchanged, instead arguing for a cut; secondly, and most importantly, the FOMC appeared significantly more optimistic about the growth outlook.

Highlights

  • The January FOMC meeting revealed a more optimistic economic outlook, with the committee highlight-
    ing improved activity data and a stabilising labour market.
  • Chair Powell emphasised sustained economic strength and a stable 4.4% unemployment rate, nothing that inflation remains persistent due the one off impact tariffs, but disinflation is expected in the coming months, and expectations remain anchored.
  • The Fed is likely to pause further rate cuts until at least June, given diminished risks to inflation and employment.

Download the full publication:

A better growth outlook leads the Fed to a pause
Unsere Fonds
News & Einblicke
Nachhaltiges Investieren
Über Uns
Kontakt
Picture
Picture

© Generali Investments, alle Rechte vorbehalten. Diese Website wird von der Generali Investments Holding S.p.A. als Holdinggesellschaft der wichtigsten Vermögensverwaltungsgesellschaften der Generali Gruppe zur Verfügung gestellt, die direkt oder indirekt die Mehrheitsbeteiligung an den unten aufgeführten Gesellschaften hält (im Folgenden gemeinsam "Generali Investments"). Diese Website kann Informationen über die Tätigkeit der folgenden Gesellschaften enthalten: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (einschließlich Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S. p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* und unter deren Tochtergesellschaften (Global Evolution Asset Management A/S - einschließlich Global Evolution USA, LLC und Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC und MGG Investment Group) sowie Generali Investments CEE. *Einschließlich Conning, Inc, Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc, Goodwin Capital Advisers, Inc. (zusammen "Conning").

Rechtliche Information
Cookie-Richtlinie
Datenschutzrichtlinie
Geschäftsbedingungen
Internationale Sanktionen
Copyright