Fed pauses as it weighs impact of tightening cycle

The US Federal Reserve left rates unchanged yesterday and sees two small hikes by the end of 2023, as it deals with a stronger-than-expected economy and a slower decline in inflation. Our Chief Economist David Kohl shares his thoughts on how the Fed will move from here, and Nicolas Jordan, from the CIO Strategy & Investment Analysis team, provides an update from our CIO’s Investment Committee.

00:14 Introduction by Helen Freer (Investment Writing)

00:45 Markets wrap-up by Jonti Warris (Investment Writing)

05:30 Comments on Fed meeting by David Kohl (Chief Economist)

10:10 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)

11:57 Closing remarks by Helen Freer (Investment Writing)

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