FOMC Preview: Is Fed Desperate to Hike This Year?

The transcript discusses the Federal Open Market Committee's (FOMC) low threshold for a rate hike, emphasizing the importance of upcoming economic data. It explores inflation expectations, market reactions, and the potential impact of political events, such as the U.S. presidential election, on monetary policy. The governance of the Federal Reserve and potential changes under a Trump presidency are also examined. Finally, the challenges faced by insurance companies and pension funds in a low-interest-rate environment are highlighted.

What challenges do low interest rates pose for insurance companies and pension funds?

How might the election outcomes affect the Federal Reserve's policy decisions?

What is the significance of inflation expectations in the context of the Fed's policy?