Nuveen’s latest commentary evaluates the Federal Reserve’s decision to maintain rates amid rising macro uncertainty and highlights opportunities for investors navigating the current environment.
Key Insights:
Policy Outlook: The Fed held rates at 4.25%–4.50%, signaling caution while projecting two rate cuts in 2025 despite conflicting macro data.
Economic Revisions: GDP growth was revised down to 1.7%, while core inflation was revised up to 2.8%.
Tariff Risk: Potential U.S. tariffs on Canada, Mexico, and China could fuel inflation and weigh on growth.
Discover how to position portfolios for shifting monetary policy—read the full report.
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