Markets Ponder What Would Move a Patient Fed

The video discusses the Federal Reserve's current stance on interest rates, emphasizing that the Fed is unlikely to change its course unless significant economic data forces its hand. Experts Gabriela Santos, Jake Polaski, and Michael Cushman share their insights on potential triggers for a Fed policy shift, such as deteriorating global conditions or new tariffs. They also discuss the implications of a Fed rate cut on the dollar and the broader economy.

What factors might lead the Fed to change its current course?

How does the current economic data influence the Fed's decisions?

What role does inflation data play in the Fed's decision-making process?

In what ways could trade tariffs impact the Fed's actions?

What implications does a Fed rate cut have for the value of the dollar?