Isaac Poole from Oreana Financial Services shares his views on the impact of the Federal Reserve’s rate hikes, the possibility of a pause, and the overall state of the US economy.

He says that the rate hikes have already slowed the economy and that a pause might be a reasonable decision to evaluate the effect. However, Isaac says there is a significant challenge faced by the Federal Reserve, as pausing could risk losing their option to hike again, potentially jeopardizing their credibility.

He also examines the US debt ceiling, considering it a sideshow with the potential for short-term volatility but ultimately expects an agreement to prevent default.

Isaac also discusses the current state of US-China relations, stressing the significance of progressing constructively on trade and politics. For an overall strategy, he recommends focusing on the short to belly of the yield curve, particularly on two- to five-year bonds, as they offer downside protection and are less affected by the debt ceiling discussion.

(Source: Ausbiz)

Click here to watch the interview.

Melbourne
Level 17, 627 Chapel Street, South Yarra, Melbourne, Victoria, 3141
Australia

T +61 3 9804 7113
F +61 3 9804 8377

Please email your request to
info@oreanafinancial.com

Sydney
Level 3, 31 Alfred Street,
Sydney, NSW 2000
Australia

T +61 3 9804 7113
F +61 3 9804 8377

Please email your request to
info@oreanafinancial.com

Hong Kong
Suite 1002, 10th Floor
Cambridge House, Taikoo Place
979 King’s Road, Quarry Bay, Hong Kong

T +852 3185 0200
F +852 2110 0736

Please email your request to
info@oreanafinancial.com

A Licensed Financial Firm

In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563). 

In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).