On February 11th, Jinshi Data reported that Manulife Investment Management analyst Alex Grassino wrote that it may be too early to assess the impact of US tariff policy on the global economy. Investors generally expect that US policy will ultimately lead to tariffs that are much smaller and more realistic than those announced so far. Due to the impact of tariffs, the Fed may lower the Interest Rate more than expected in the medium term, but the reasons for doing so are still unclear and depend on whether the impact of tariffs on the US economy is lower than expected. He said that if economic indicators such as wage rises slow down further, the Fed may reduce its focus on inflation and implement loose policies more cautiously.
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Market Analysis: It is too early to assess the impact of US tariff policies on the global economy.
On February 11th, Jinshi Data reported that Manulife Investment Management analyst Alex Grassino wrote that it may be too early to assess the impact of US tariff policy on the global economy. Investors generally expect that US policy will ultimately lead to tariffs that are much smaller and more realistic than those announced so far. Due to the impact of tariffs, the Fed may lower the Interest Rate more than expected in the medium term, but the reasons for doing so are still unclear and depend on whether the impact of tariffs on the US economy is lower than expected. He said that if economic indicators such as wage rises slow down further, the Fed may reduce its focus on inflation and implement loose policies more cautiously.