Macro Matters: Ahead: How Long Will the Fed Hold Last?

As the events concerning Iran continue, Allspring Fixed Income’s message—"bonds provide certainty in an uncertain world”—remains central to our positioning.

A potential conflict with Iran has consistently appeared in our monthly Market Risk Monitor for over two years. Now that risk has materialized. Our equity portfolio managers assess the implications for global markets.

What might the future hold for markets? In this roundtable discussion, our investment experts explore pressing topics like deficit spending, trade tensions, the Fed’s next moves, and the weakening U.S. dollar.

While uncertainty dominates global markets, the path ahead could reveal opportunities in fixed income, equities, and active management for strategic investors.

With ongoing tariff uncertainty and U.S. employment still strong, the Fed kept its key interest rate at 4.25–4.50%.

Amid uncertainty around tariffs and their impact on U.S. growth and inflation, the Federal Reserve held its key interest rate at 4.25–4.50%. We explain what may lie ahead.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

George Bory discusses three key U.S. headlines from April 22 and how fixed income assets may be affected.

George Bory discusses reasons for the recent sharp price fluctuations in stock & bond markets, including in U.S. Treasuries, and identifies actionable approaches fixed income investors may pursue in today’s environment.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

President Trump announced specific details on the administration’s intended trade policy, including a baseline tariff as well as reciprocal tariffs on specific countries. Uncertainty lies ahead as global markets digest the prospects.

At its March meeting today, the Fed kept the federal funds rate at 4.25–4.50% amid concerns around tariffs and their potential impact on U.S. growth and inflation.

The U.S. announced tariffs on Canada, Mexico, and China. Although tariffs on NAFTA countries are temporarily on hold, China is responding with its own retaliatory measures. Allspring experts discuss how these ongoing developments create uncertainty but also opportunities for active portfolio management.

At its January meeting today, the Fed kept the federal funds rate steady at 4.25–4.50%. As the new administration begins implementing its fiscal policy plans, we expect the Fed will remain cautious in monitoring inflation.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

Today, as expected, the FOMC announced a cut of 25 basis points in the federal funds rate, lowering it to 4.25%–4.50%. From here, the interest rate path is less clear.

In our 2025 Outlook, we discuss three macro themes we expect in 2025 and nine of our portfolio managers reveal top opportunities they anticipate and their positioning to potentially benefit.

Allspring's investment experts discuss what they believe is ahead for the markets in 2025 and beyond.

With postelection macro trends and the Republican agenda now in the forefront, Allspring’s fixed income teams highlight opportunities and risks for investors to consider in positioning portfolios.

As expected, the FOMC today announced a cut of 25 basis points in the federal funds rate, lowering the rate to 4.50%–4.75%. U.S. election results suggest we could see looser fiscal policy and new trade tariffs ahead, which might lift growth as well as inflation.

After this week’s momentous U.S. election results, Allspring’s investment experts share their perspectives on what to expect for fixed income and equity markets going forward.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

Two Allspring equity portfolio managers, Bryant VanCronkhite and Michael Smith, share their perspectives on the U.S. DOJ’s court filing stating it may recommend dismantling Google’s core businesses.