With Fed on hold, markets brace for Trump’s push for lower rates - deVere’s Green

Published 29/01/2025, 21:08
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Investing.com -- The Federal Open Market Committee (FOMC) has kept its policy rate within the target range of 4.25%-4.5%. This move was anticipated by several experts, including Nigel Green, CEO of the global financial corporation, deVere Group. Despite the FOMC’s decision, the markets are experiencing uncertainty due to expectations that President Donald Trump, who is beginning his second term, will push for lower interest rates.

According to Green, Trump’s return to the presidency brings concerns about economic stability. There’s an expectation that the administration will advocate for a more accommodating monetary policy. However, such actions might increase inflationary pressures instead of promoting sustainable economic growth. The administration is also considering new potential tariffs and mass deportations, both of which could lead to higher inflation and wider economic disruption.

Green stated, "The Fed’s decision to hold rates was expected, but the real story here is the renewed tension between the White House and the central bank." He added that although the administration has shown its preference for lower interest rates, it doesn’t automatically mean the Fed will comply without considering the economic impacts. Policies like tariffs and mass deportations could further complicate the inflation outlook and force the central bank into a defensive stance.

The deVere Group is cautious about the broader economic trajectory. Green noted, "The economic landscape is fraught with risk, and while fiscal stimulus may boost short-term growth, the long-term effects could be far more destabilizing." He highlighted that investors should be aware of the potential unintended consequences of excessive government intervention, especially when it involves trade restrictions and labor market disruptions.

Trump’s unique approach to economic policy has previously led to volatility, and this trend seems likely to continue. Investors are balancing potential fiscal stimulus measures against the risks of inflation and geopolitical instability.

With clear tension between the White House and the Federal Reserve, deVere Group is advising its clients to stay vigilant. Green stressed the importance of reassessing portfolios with a focus on hedging against potential economic turbulence. He also emphasized the importance of the Fed’s independence in preventing an overheating economy.

Green advised investors to understand that markets thrive on stability, not unpredictability. He concluded, "The coming months will test the resilience of the economy, and those who take a measured approach to risk management will be best prepared for what lies ahead."

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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