The Federal Reserve held interest rates steady, but the tone of today’s meeting was more hawkish than markets expected.
In this episode of Markets with Megan, Megan breaks down the latest Fed decision, the notable dissent within the committee, and why small wording changes in the Fed statement can have a big impact on markets. She also discusses rising energy prices, inflation concerns, higher bond yields, and why the path for rate cuts looks increasingly uncertain.
In this episode,:
• Why the Fed left rates unchanged
• The significance of multiple Fed dissenters
• What changed in the Fed’s inflation language
• Why rising energy prices matter for monetary policy
• How Fed funds futures shifted after the meeting
• The market reaction across equities, bonds, gold, and the dollar
• Why Verdence remains cautious heading into more inflation data and earnings
Stay tuned for more market updates from Megan Horneman, Chief Investment Officer at Verdence Capital Advisors.
For more episodes and the full podcast history, visit:
MarketsWithMegan.FM
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