- Mark Hackett, Nationwide Investment Management: Fed policy modestly
restrictive; unlikely to significantly move risk assets this year amid Iran,
inflation, AI, and corporate profits.
- Anthony Saglimbene, Ameriprise Financial: Statement shows dovish tilt;
acknowledges Middle East tensions; economic growth steady, unemployment stable;
SEPs slightly dovish.
- Chris Grisanti, Mai Capital Management: Fed vigilant; higher oil prices not
necessarily hawkish; easing more likely if oil shock slows economy; avoid energy
and defense stocks.
- David Seif, Nomura: Statement and SEP less eventful; median 2026 dot
unchanged; committee still aligned behind easing bias.
- Art Hogan, B. Riley Wealth Management: Less hawkish than possible; inflation
outlook downgraded, growth upgraded; data doesn’t yet reflect Iran conflict.
- Michael Rosen, Angeles Investments: Statement in line with expectations; minor
hawkish tilt; one rate cut expected this year and next.
- Sam Stovall, CFRA: Fed concerned about oil-driven inflation but believes
economy stable; inflation seen as temporary “speed bump.”
- Daniel Siluk, Janus Henderson Investors: Hold expected; tone balanced;
acknowledges Middle East risks; sole dissent from Miran; committee unified
behind steady-hand approach.
- Matthias Scheiber, Allspring Global Investments: Job data weakened, growth
less affected; Fed likely to remain data-dependent; one cut priced for 2026.
- Peter Cardillo, Spartan Capital Securities: Fed cautious on Middle East/energy
impacts; rate cuts likely only in Q4 if at all; persistent high energy prices
could risk stagflation.
- Stephen Kolano, Integrated Partners: No rate action expected; focus shifts to
commentary; uncertain impact on small caps and higher-beta stocks due to oil
prices.
- Lindsay Rosner, Goldman Sachs AM: Fed remains in wait-and-see mode; retains
easing bias; two cuts possible in 2026 depending on conflict duration.
- Karl Schamotta, Corpay: Minor statement changes; Fed following orthodoxy to
look through energy shock; projections show lower growth, weaker employment,
higher inflation; front-end rates stable.
- Brian Jacobsen, Annex Wealth Management: SEP shows projected inflation 0.3pp
higher without growth drag; 2026 could mirror past shocks with surprise cuts in
September.
- Gennadiy Goldberg, TD Securities: Yields slightly lower; Fed staying on hold;
markets await Powell’s remarks; committee cautious on Middle East impact.
