Powell says Fed is awaiting 'greater clarity' on Trump policies before making next move on rates

Published On Mar 7, 2025, 12:30 PM

In a recent statement, Federal Reserve Chairman Jerome Powell indicated that the Fed is in a wait-and-see mode regarding interest rates due to uncertainties surrounding President Trump's policy changes, particularly in trade and fiscal policy. Although markets are anticipating rate cuts, Powell emphasized the importance of gaining clarity on the impacts of these policies before making any adjustments. He reassured that the current economic indicators, such as a solid labor market, maintain a positive outlook, but cautioned that inflation risks associated with tariff discussions remain a concern.

Stock Forecasts

XLB

Negative

Given Powell's cautious stance and the ongoing uncertainties related to Trump's policies, the likelihood of interest rate cuts may not be as aggressive as the market currently anticipates. This could disrupt market sentiment, especially for interest-sensitive sectors and stocks.

SPY

Neutral

Companies and sectors linked to trade tariffs may experience volatility due to the uncertain policy environment. Investors may want to consider defensive positions or sectors that are less impacted by trade policies.

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