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Executive Summary The Federal Reserve opted to hold interest rates at 4.25%–4.5% for the fourth consecutive meeting, maintaining its stance despite persistent inflation and growing geopolitical uncertainty. While the Fed reaffirmed its forecast for two rate cuts within the year, its upward...

I. Executive Summary ⦁U.S. May CPI came in below market expectations, fueling speculation of Fed rate cuts as early as September. ⦁The U.S. Dollar Index (DXY) declined by 0.23% to 98.87, while gold and crude oil prices surged—COMEX gold hit $3,361.6/oz, up 0.54%, and Brent crude climbed to $68...

Executive Summary Recent developments from the Federal Reserve’s Beige Book and ongoing policy commentary—including calls for imminent rate cuts—paint a picture of a U.S. economy entering a phase of decelerating momentum, with sectoral divergence and heightened policy-driven uncertainty. While...

Executive Summary The Federal Reserve opted to hold interest rates at 4.25%–4.5% for the fourth consecutive meeting, maintaining its stance despite persistent inflation and growing geopolitical uncertainty. While the Fed reaffirmed its forecast for two rate cuts within the year, its upward...