The Fed's Dovish Shift: Trump's Pressure and Market Expectations
As the US Federal Reserve faces mounting pressure from President Trump, could we see a more dovish approach to interest rates? Lewis and Alice break down the market expectations, potential new Fed chair candidates, and the impact of Trump's influence.
In this episode of UK Business Morning, Alice and Lewis discuss the growing expectations that the US Federal Reserve might cut interest rates more aggressively next year. With market pricing in at least five quarter-point cuts by the end of next year, the conversation explores the Fed's changing views on tariffs and inflation, and how Donald Trump's criticism of Jerome Powell is shaping these expectations. Lewis highlights how Trump's pressure has fueled the anticipation for a more dovish successor to Powell, with potential candidates like Scott Bessent, Kevin Warsh, and Christopher Waller under consideration. The discussion also covers the recent statements from the Fed, the cautious stance of Powell, and the impact of inflation risks on rate-cut decisions. Tune in to understand the complex interplay between policy, market expectations, and political pressure as this story unfolds.
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