The complexities of monetary policy in an election year

This week on What’s at Stake, hosts Penta Partner Bryan DeAngelis and Managing Director Ylan Mui are joined by John Fagan and Brendan Walsh from Markets Policy Partners. In the wake of the March Federal Reserve Open Market Committee meeting, the group dissects the potential for upcoming rate cuts and implications for financial markets. Amidst election year tensions, they also explore the nuanced interplay between monetary policy and politics. Will a June or July rate cut signal the start of an easing cycle? What could this mean for the political landscape? Additionally, Bryan, Ylan, John, and Brendan spotlight the broader implications of governing with a divided Congress.

Beyond U.S. borders, they highlight parallels with international economic scenarios, including the Bank of Japan’s surprising interest rate hike and discuss how global economic policies might influence domestic financial markets. Listen now!