Markets On Edge: Fed Caution, Yield Pressure, And The Cost Of Reshoring

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management

26-May-25 07:00

Markets On Edge: Fed Caution, Yield Pressure, And The Cost Of Reshoring

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The Fed’s playing it safe as trade talks stay murky and inflation risks linger. With the dollar sliding, investors are eyeing Asia. Rising yields are hitting tech valuations, and talk of reshoring production is bumping up against reality—Apple and others face steep costs to shift from China. Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management shares his insights and outlook.

Image Credit: Shutterstock.com

Produced by: Tun Hizami Hashim

Presented by: Aisalli Ayub, Keith Kam, Shazana Mokhtar

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Categories: markets, economy, international, government, politics, investments

Tags: fed, inflation, us dollar, yields, china,

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