Standard Chartered: El mercado tiene expectativas demasiado hawkish sobre la Reserva Federal, y se espera que mantenga una postura inalterada durante el año.

Goldman Sachs reports that on June 22, Standard Chartered believes that the Federal Reserve may keep interest rates unchanged for the rest of the year. The market's expectations for the Federal Reserve are too hawkish. Standard Chartered believes that the Federal Reserve will keep interest rates unchanged for the remaining time this year and will actually cut rates in the second quarter of next year. According to Standard Chartered's market outlook report for the second half of the year, the U.S. economy is performing better than expected; at the same time, the temporary agreement reached between the U.S. and Iran may push overall inflation to peak in the second quarter. The current situation is favorable for interest rates in emerging markets like India. Currently, Standard Chartered is more inclined to invest through stocks, but believes that for India, the future environment will improve and the situation will stabilize.
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