Fed's Next Move Could Be 'Slightly Down,' Newton Investment Says

The video discusses the Federal Reserve's current stance on interest rates, which is considered neutral, and the implications for the US economy. It highlights the expectation of an economic slowdown in the second half of the year, with a focus on the investment cycle. The yield curve is analyzed, suggesting potential rate cuts in the future. The discussion also covers inflation expectations and investment strategies, particularly in relation to TIPS.

What does the current rate setting suggest about the economy?

How has the Fed's perspective on neutral rates changed?

What are the expectations for the economy in the second half of the year?

What factors are contributing to the slowing investment cycle?

What implications does a flat yield curve have for future interest rates?