Matthew Pallai: The Federal Reserve is highly sensitive to inflation fluctuations
2025-10-24 06:11:41
Matthew Pallai, chief investment officer at Nomura Capital Management, said in a note that the Federal Reserve has become more dovish amid a worsening job market, but remains highly sensitive to inflation fluctuations. He is concerned about how persistent price pressures from tariffs and immigration policies can complicate the disinflationary trend. If inflation unexpectedly rises, overvaluation of equities and corporate credit could exacerbate volatility. (Golden Ten)
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