Azimut Group’s Post

📊 U.S. Federal Reserve: Navigating Inflation vs. Jobs Jerome Powell reiterated that the Fed faces a delicate balancing act: addressing persistent inflation while avoiding unnecessary damage to the labor market. 🔑 Highlights: Rates now at 4%–4.25% after a 0.25% cut. Fed officials are divided: some advocate for quicker easing to support jobs, while others warn against inflation risks. Powell emphasized there is “no risk-free path”: Cutting too fast risks a resurgence in inflation. Cutting too slow risks higher unemployment. 📅 The Fed’s next policy meeting is October 28–29, with further cuts projected but not guaranteed. 🌍 Context: Job growth slowed to ~25,000/month (below breakeven levels). Inflation remains elevated, partly due to tariffs. Fed credibility is under scrutiny amid political pressure and global comparisons. 💬 How should the Fed prioritize in the current environment—controlling inflation or safeguarding employment? #FederalReserve #MonetaryPolicy #JeromePowell #Economy #InterestRates #Leadership

Fed cuts rates amid growth moderation On Sept. 17 the Federal Reserve said U.S. growth moderated in the first half of 2025, job gains slowed but unemployment stayed low, and inflation increased and remained elevated. The Fed trimmed its target range for the federal funds rate to 4–4¼% and continued reducing its holdings of Treasury and agency securities. RBC notes that this quarter‑point cut is about risk management and resetting expectations rather than materially stimulating the economy. The firm argues that the cut alone will not have much economic impact because markets have already priced in further easing and fiscal policy will matter more. Investors should monitor inflation and employment data closely because the path to further easing remains uncertain. #FederalReserve #MacroEconomics #RateCut [1] [2] [3] [4]

The markets may be near record highs, but the story underneath might be more complicated. Jobs growth slowed in August. Jobless claims are at a four-year high. And inflation is still running above the Fed’s 2% target according to the U.S. Bureau of Labor Statistics and the U.S. Consumer Price Index from the Bureau of Labor Statistics. So where does that leave policymakers, and what could it mean for advisors and their clients? Tomorrow, 9/16, at 9:30 AM ET / 6:30 AM PT, Jimmy Lee will join BBC News to share his take on the Fed’s potential next move and what to watch for around rate cuts. #WCGInsights #FinancialAdvisors #MarketUpdate #Investing #Fed #Inflation #InterestRates Tune in if you want a clear, thoughtful perspective in the middle of all the noise. bit.ly/4dBwqLp

📢 Key Takeaways from Fed Chair Powell’s Speech (Sept 17, 2025): 🔹 Labor Market Weakness: Unemployment is rising and job creation is now below the breakeven rate needed to keep it stable. 🔹 Inflation: Still “somewhat elevated,” with near-term expectations ticking up due to tariffs. 🔹 Growth: Economic activity has “moderated,” signaling softer momentum. 🔹 Tariffs Impact: Fed notes effects “remain to be seen,” but inflation expectations have already shifted higher. 📉 Bottom Line: The Fed’s rate cut appears driven by a weakening labor market and downside risks to employment. Would you like me to make it more market-focused (how investors should interpret this) or keep it neutral/informative (just facts)?

Fed Rate Cuts: Opportunity or Risk? On September 17, the Federal Reserve delivered a small rate cut. But inside the Fed, views are diverging on the path forward: Labor market softening: August added just 22,000 jobs, with unemployment rising to 4.3% — a signal that weaker employment supports further easing. Inflation still sticky: Price pressures remain above the 2% target, prompting some officials to call for caution. As an investor, I plan to slow the pace of adding rate-sensitive assets, while paying closer attention to duration control and cash flow quality. The question now is: 👉 Are you more concerned about rate cuts falling short of expectations, or about an inflation rebound delaying further easing? Why? #FederalReserve #InterestRates #Investing #Inflation #Markets

Navigating Economic Challenges: The Fed's Latest Moves The labor market is showing signs of weakness—an alarming reality for the economy. This isn't just a statistic, it’s a wake-up call. – Unemployment is on the rise. – Inflation concerns are still lingering. – The Fed is caught between stagnation and rising prices. In the face of these challenges, Federal Reserve Chair Jerome Powell has issued a critical message: a recent rate cut is a reflection of a more accommodating policy aimed at balancing these dual mandates. – This is about stability in a shaky market. – It’s about acting before conditions worsen. – Lower rates can help stimulate economic growth. Powell's acknowledgment of the downward risk to employment highlights an urgent need for careful navigating through these turbulent waters. Food for thought: As the Fed grapples with maintaining stable prices while supporting the labor market, what measures do you think could be taken to safeguard economic stability while addressing the current inflationary pressures? #Economy #FederalReserve #InterestRates #LaborMarket #Inflation #EconomicPolicy Link to article: https://lnkd.in/eV_9ZCNW

🏦 Interest Rate Cuts on the Horizon? The U.S. economy just sent mixed signals: ✅ Inflation rose slightly, up to 2.9% ❌ Jobless claims jumped sharply — 263K, the highest since 2021 As a result, markets now expect the Federal Reserve to cut rates next week. A weakening job market is putting pressure on policymakers to act. While inflation is still above the target, it’s not accelerating fast enough to outweigh employment concerns. 📊 The U.S. dollar has already softened as investors adjust expectations. 👉 What’s your view — should the Fed cut now, or hold? #Economy #FederalReserve #JobsReport #Inflation #FinanceNews

With job growth slowing and inflation still around 3%, markets expect the Federal Reserve to lower its benchmark rate at the September meeting [1][2]. Futures markets are pricing at least a quarter percentage point cut and some foresee a 50 point move [1]. The Fed has rarely eased policy when inflation is this high; the last time it did so with inflation above 3% was in the early 1990s [3]. Weak labor data have shifted the Fed’s risk balance from fighting inflation toward supporting employment [4]. #Macroeconomics #FederalReserve #InterestRates #LaborMarket

📉 The Fed Changes Course: Signs of Economic Slowdown and First Rate Cut At a crucial moment for the global economy, the Federal Reserve has released a statement that marks a sharp shift in tone compared to previous communications. The latest FOMC meeting resulted in a 25 basis point interest rate cut, bringing it down to 4.25%, with the aim of countering a deteriorating macroeconomic environment. 🔍 What has changed? Thanks to a textual comparison (diff), we can highlight the key modifications in the language used: - Employment: from “job gains solid” to “job gains have slowed.” A slight increase in unemployment is also noted. - Inflation: while still elevated, the tone is less aggressive than in the past. - Risks: for the first time, an “increase in downside risks to employment” is mentioned. - Rate decision: the cut was approved, but with dissenting votes from influential committee members—an indication of diverging views within the Fed. 💡 What does this mean for professionals, investors, and entrepreneurs? The Fed is acknowledging that the economy is slowing. This may carry several implications: - Markets could react positively in the short term, fueled by more accommodative conditions. - Businesses will need to prepare for an environment where credit may become more accessible, but demand weaker. - Now is the right time to reassess risk allocation strategies, both financially and operationally. 📊 Conclusion This shift in tone from the Federal Reserve is a clear signal: the tightening cycle may have reached its end. But caution is warranted—rate cuts are no guarantee of an immediate recovery. The Fed is acting preemptively to avoid a more pronounced slowdown. #Fed #Economy #Finance #InterestRates #LinkedInInsights #FederalReserve #Inflation #Employment #Macroeconomics