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The Federal Reserve's Two-Day Policy Meeting Starts Today. Here's What You Need to Know

Geopolitics & WarInflationMonetary PolicyInterest Rates & YieldsEnergy Markets & PricesCommodities & Raw Materials

Geopolitical-driven oil shocks could reignite inflation and delay expected Federal Reserve rate cuts this year, keeping policy on a tighter footing. This raises upside risks to prices and supports a 'higher-for-longer' rates outlook, increasing potential volatility across rates, equities and commodity markets.

Analysis

Geopolitical-driven oil shocks could reignite inflation and delay expected Federal Reserve rate cuts this year, keeping policy on a tighter footing. This raises upside risks to prices and supports a 'higher-for-longer' rates outlook, increasing potential volatility across rates, equities and commodity markets.

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mildly negative

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