Join us right after the Federal Open Market Committee (FOMC) meeting for a timely discussion on the Fed’s latest policy decision and what it means for markets. Our experts will unpack the key debates driving this meeting, from the action itself to the tension between supporting a cooling labor market and managing inflation.
Our investment leaders will also explore how differing views among Fed officials could shape future policy, and what developments, including leadership changes, might mean for the direction of rate decisions in the months ahead. We’ll also discuss strategies for portfolio positioning in an environment where active management may be critical to navigate uncertainty.
Key Topics:
- The Outcome: An analysis of the Summary of Economic Projections (SEP), and what Chair Powell’s comments may indicate for future policy
- Economic Outlook: An assessment of economic data, the headwinds, tailwinds, and market expectations
- Market Implications: Portfolio positioning amid evolving rate and inflation dynamics