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“After many months of scene setting, the curtain has finally gone up and the first dot in the interest rate plot has been followed by the Federal Reserve. The hike of 0.25% was widely expected, given the inflation drama unfolding and it marked the first rise in four years. To show he’s not staying backstage and allowing inflation to run rampant in the stalls Fed Chair, Jay Powell, has signalled this move is the start of tougher action towards rampant prices. This could also include reducing bond holdings on its balance sheet as soon as May. Q4 2021 hedge fund letters, conferences and more Fede…