TheBitCast

Federal Reserve rate hike: One and done?

Podcast: Viewpoint by Russell Investments · Russell Investments

Opublikowano: 2026-09-18

In this Market Week in Review (MWIR), Russell Investments’ Director and Senior Portfolio Manager Alex Cousley examines the Federal Reserve’s latest interest-rate hike and what it could mean for U.S. monetary policy, government bonds and global equity markets. The discussion looks beyond the headline rate increase to the underlying inflation picture. Wage growth and housing remain relatively subdued, suggesting today’s inflation environment looks different from 2021 and 2022 and reducing the likelihood of a prolonged Federal Reserve hiking cycle. Alex also examines the outlook for the Bank of England, continued weakness in Chinese credit demand and why Ru...