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The #Fed has satisfied its dual mandate of keeping #inflation & #unemployment low.

But the arrival at that finish line now coincides w/ #Trump’s promise to enact an entirely new #fiscal & #economic regime. While analysts are uncertain about how exactly that could materialize & how severe it might be, #markets have responded by selling off #bonds in anticipation of a return to inflation from a combo of Trump’s pro-*growth* & #combative #trade policies.

#economy #USpol
https://www.nbcnews.com/business/economy/federal-reserve-interest-rate-decision-november-2024-post-election-rcna179025
That would cause the #FederalReserve to pause its current trajectory of lowering interest rates.

And that would run directly counter to #Trump’s goal to maintain lower interest rates as part of a policy of accelerating growth.

“Although Trump has shown a consistent preference for easy monetary policy, we believe that the #Fed would engage in a less aggressive cutting cycle under a 2nd Trump admin due to the #inflationary nature of additional #tariffs,” Nomura Holdings financial told clients.

GlennMG hat dies geteilt