Seeking Alpha
Summary

The Federal Reserve signaled no more rate cuts for now, in line with our view that there is limited need for further easing.

We expect a growth pickup in 6-12 months but still see risks that manufacturing weakness caused by protectionism may spill over.

Markets will assess the impact from the trade tensions on China’s economy from this week’s data including trade and inflation.

This post originally appeared on the BlackRock Blog.