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May 5, 2023
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A Fed Pause in June? “An Ongoing Assessment”

After raising its policy rate again on Wednesday, the Fed may be signaling that it’s ready for a pause. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for.

  • “Sufficiently Restrictive”: Are We There Yet?
  • Don’t Expect a Rate Cut Anytime Soon
  • Banking Sector Conditions Matter Too
  • “An Ongoing Assessment”: What Should Investors Watch?