渣打:O mercado espera que o Federal Reserve seja demasiado hawkish, prevendo que manterá a sua posição inalterada ao longo do ano

Goldman Sachs reports that on June 22nd, 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 overly hawkish. Standard Chartered believes that the Federal Reserve will keep interest rates unchanged for the remainder of 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 US economy is performing better than expected; at the same time, the temporary agreement reached between the US and Iran may push overall inflation to peak in the second quarter. The current situation is favorable for interest rates in emerging markets such as 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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