The Fed has pressed pause on initiating a rate cut. In terms of short-term inflation, it needs to hold the line for a longer period of time. august could be a starting point, but as the old adage goes, the data decides everything. The recent sticky inflation trend has not been kind to policymakers. The Fed lacks confidence that inflation will not increase further. Regarding easing monetary policy, more time is needed to accumulate enough confidence. This is entirely about confidence. It always i...

With interest rates remaining high for an extended period of time, investors did not see the need to empty their cash allocations at this time. Now, as the process of lowering interest rates kicks in, investors who have been on the sidelines should consider accelerating their actions.
Envision possible future scenarios. Suppose the economy avoids a recession and achieves a 'soft landing'. In this scenario, riskier assets (e.g., equities, etc.) will outperform. Conversely, suppose the economy do...