Strategi: Misi ganda The Federal Reserve (FED) mungkin akan menuju arah yang berlawanan

【Strategist: The Federal Reserve’s Dual Mandate May Move in Opposite Directions】Seema Shah, Chief Global Strategist at Principal Asset Management, stated that the Federal Reserve has found itself in a nearly desperate situation, where its dual mandate—maximum employment and stable prices—may be at odds. However, the incredibly high uncertainty surrounding U.S. government policies will determine the timing and magnitude of these changes. Trump’s tough stance on tariffs has further exacerbated the Federal Reserve’s awkward position. In this scenario, the Federal Reserve can only choose to stand by. Rate cuts are necessary, but it seems that the Federal Reserve will increasingly need to wait until the end of the third quarter for the window of opportunity to open.