Insights
On CNBC’s Fast Money, Julie Biel offered her perspective on the disconnect between market behavior and macroeconomic risks. She emphasized that while geopolitical tensions and oil price volatility dominate headlines, the real story is how these factors influence inflation expectations and, ultimately, the Fed’s path forward.
Julie noted that oil has been a key driver in easing inflation, enabling the possibility of rate cuts. But if energy markets destabilize, it could derail that trajectory and undermine consumer confidence, a critical support for the U.S. economy. “We still haven’t really cleared through enough to know how exactly it’s going to impact us over the longer term,” she said, highlighting the market’s fragile optimism.
Her insights are essential for investors trying to interpret mixed signals and what they could mean for portfolio strategy in the second half of 2025.
Watch the full segment to hear Julie’s take on inflation, interest rates, and market resilience.
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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
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