[Strategist: The Federal Reserve's Dual Mandate May Head in Opposite Directions] Seema Shah, Chief Global Strategist at Principal Asset Management, stated that the Federal Reserve has fallen into a nearly desperate situation, with its dual mandate of full employment and price stability potentially heading in opposite directions. However, the incredibly high uncertainty of U.S. government policies will determine the timing and magnitude of these changes. Trump's tough stance on tariffs has further exacerbated the Fed's awkward position. In this scenario, the Federal Reserve can only choose to stand by. Interest rate cuts are necessary, but the Fed seems to increasingly need to wait 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 bergerak ke arah yang berlawanan
[Strategist: The Federal Reserve's Dual Mandate May Head in Opposite Directions] Seema Shah, Chief Global Strategist at Principal Asset Management, stated that the Federal Reserve has fallen into a nearly desperate situation, with its dual mandate of full employment and price stability potentially heading in opposite directions. However, the incredibly high uncertainty of U.S. government policies will determine the timing and magnitude of these changes. Trump's tough stance on tariffs has further exacerbated the Fed's awkward position. In this scenario, the Federal Reserve can only choose to stand by. Interest rate cuts are necessary, but the Fed seems to increasingly need to wait until the end of the third quarter for the window of opportunity to open.