HomeMarketsFed WatchHorwath: ‘Concerned’ Fed Will be Backed into a Corner by Trade
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Horwath: ‘Concerned’ Fed Will be Backed into a Corner by Trade

Horwath: ‘Concerned’ Fed Will be Backed into a Corner by Trade

Mike Horwath advises investors to have “patience” during the uncertainty, saying it’s dangerous to jump in during cloudiness. He is “concerned” that the Fed will get backed into a corner and be forced to choose between their dual mandates. That means he’s worried about inflation potentially “reigniting,” which would force the Fed not to cut rates. He discusses where he sees opportunities in the market, including international diversification, and how he feels about the tech sector.

Trading 360

14 Apr 2025

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