Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Fed found out

Powell’s Put has come into play, as Fed Chair Jerome Powell signalled that he’s monitoring developments and ready to cut rates if tariffs hurt the real economy.

With inflation expectations well below target, I explain in this new interview with Bloomberg what we think that means for asset markets and what might make us more positive on equities from here.

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