US Fed Wrap December 2023

In this edition, Ryan Weldon of the IFM Investors Debt Investments team in New York discusses the outcomes of the December US Federal Reserve (Fed) meeting, the key points from the press conference and what to watch ahead of the next meeting.

At the December meeting, the Federal Reserve held rates, maintaining the upper band of their policy rate at 5.5% with no dissenting votes. The statement from their meeting had minimal changes, however, the changes painted a dovish outlook for policy decisions in 2024.

Fed Wrap – Fed Holds but Dissenters Challenge the Status Quo

During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the July Fed meeting, the Fed’s view of the current state of the economy, and how the Fed will travers mounting political and internal pressure to cut.

Ryan Weldon

Associate Director, Debt Investments

Off the record, on the road: Our CSO’s latest private markets insights

Luba Nikulina, IFM Investors’ Chief Strategy Officer, discusses how private markets are viewed as an island of stability, even as investors contend with the uncertainty and volatility caused by tariffs and conflict in the Middle East.