Nomura: The Federal Reserve is highly sensitive to inflation fluctuations
According to ChainCatcher, citing Golden Ten Data, Matthew Pallai, Chief Investment Officer at Nomura Capital Management, stated in a report that the Federal Reserve has become more dovish amid a deteriorating job market, but remains highly sensitive to inflation fluctuations. He is concerned about how ongoing price pressures from tariffs and immigration policies complicate the disinflationary trend. If inflation unexpectedly rises, the overvaluation of stocks and corporate credit could exacerbate volatility.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
US September inflation rate rises to 3%, providing grounds for Fed rate cuts
The U.S. core CPI for September (seasonally adjusted) rose by 0.2% month-on-month, lower than expected.
U.S. September unadjusted CPI is 324.8, lower than the expected 325.036
U.S. September unadjusted CPI year-on-year is 3%, lower than the expected 3.1%
