BCE vs. Fed? The new battle of the investor to protect the market in doubts in Europe and the USA
BCE vs. Fed? The new battle of the investor to protect the market in doubts in Europe and the USA
“We are playing more with the European leg,” with a ECB that has controlled inflation with the game of lowering interest rates. And also positive with emerging fixed income, which can be driven with the drop in the dollar. This has been defended by Pilar García-Germán, sales director of Fidelity International.
Ricardo de los Ríos, Sales Director at BNP Paribas AM, has defended the intention of the US president, Donald Trump, to put a hand and press the Fed and Powell; But the Fed will continue doing its job. Inflation in the US comes from the labor market, which cools if the economy cools. And in tariffs, there has been no great impact, he insisted on the rivers.
“The US inflation will remain high and the Fed will not lower types,” said Pilar García, which raises new opportunities for the investor.
