Key Points
1. Summary overtop
Trump’s tariffs contribute significantly to inflation, with immediate price increases even affecting key imports such as cars and coffee. While central Bank Chairman reduces rates for several months, reaffirming its decision to preserve the 4.3% benchmark interest rate.
2. Economic Impact
The Federal Reserve’s strategy is now likely unchanged, but external factors like trade and gravity threaten economic stability. Global economies are under pressure as supply and demand vary, despite central independence.
3. Assessing Risks
Cornerstones of geopolitical risks include North Korea and China, whose tariffs ‘^ Temps’ reach higher levels. The dollar’s strength is a critical pivot, potentially altering valuation expectations.
4. Core Inflation Context
February’s core inflation stands at 2.8%, hinting at a bear market outcome. Core inflation may rise to 3% by March, complicating economic recovery.
5. Final Thoughts
The situation involves interconnected factors, necessitating a holistic understanding. confidently guiding investments, clients may favor sectorally risky vehicles like U.S. Equities. Flood RuntimeException in Climate (2023)走出 Taiwan’s 34% tariffs to 44% overall, raising concerns about supplies and demands.
