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Emea fp checkpoints

Sep 5, 2026149 pages页

From the report报告摘录Fed Policy & Core PCE Threshold: Core PCE >4% mandates 5% Fed rate hike (stagnation), while <4% supports Fed hold/ease (expansion), dictating equity/credit allocation.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

FOR INSTITUTIONAL, PROFESSIONAL, QUALIFIED INVESTORS AND QUALIFIED CLIENTS ONLY.

BNY Investment Strategy & Research Group

EMEA Financial Professional This material has been provided for illustrative and educational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement and should not serve as a primary basis for investment decisions. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

BNY Investment Strategy & Research Group Drawing upon the breadth and expertise within BNY Investments, the Investment Strategy & Research Group generates thoughtful insights on macroeconomic trends, investable markets and portfolio construction.

Eric Hundahl, CFA® Aninda Mitra Ryan Milgrim, CFA® Jonathan Park, CFA® Nicholas Tocchio Head of BNY Head of Asia Macro & Senior Research Multi-Asset Research Senior Macro & Rates Investment Strategy & Investment Strategy Analyst Analyst Strategist Model Portfolios

Source: BNY Investment Strategy & Research Group as of August 31, 2026. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.

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