# Investor's guide to the coming Federal Reserve pause

> Economist David Rosenberg writes on April 14, 2023 that the Federal Reserve tightening cycle is ending, whether or not it hikes again in May. Using about 50 years of data, he reviews how asset classes performed between the last hike and the first cut. He recommends Treasuries, defensive equities, and energy over base metals.

- Date: 2023-04-14 · published 2023-04-14T12:00:00.000Z
- Category: macro · region US · magnitude low
- Page: https://feedsoft.ai/events/36299-investor-s-guide-to-the-coming-federal-reserve-pause
- Commodities: [Crude Oil (WTI)](https://feedsoft.ai/c/WTI.md)

## Why it matters

An expected Fed pause points to a softer dollar and lower financing costs over time, which can support commodity demand, though the analysis is an investment outlook rather than a supply or demand event.

## Read by commodity

- WTI: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| WTI | 2020-05-12 | [More Accommodation Coming from the Federal Reserve? - ADM Investor Services](https://feedsoft.ai/events/53038-more-accommodation-coming-from-the-federal-reserve-adm-investor-services.md) | +32.3% | +62.0% |
| WTI | 2026-03-31 | [Dovish Fed Repricing Favors Gold - ADM Investor Services](https://feedsoft.ai/events/20071-dovish-fed-repricing-favors-gold-adm-investor-services.md) | +9.6% | -1.7% |
| WTI | 2021-09-27 | [The Commodities Feed: The power crunch spreads to the rest of the complex \| snaps \| ING THINK](https://feedsoft.ai/events/11976-the-commodities-feed-the-power-crunch-spreads-to-the-rest-of-the-complex-snaps.md) | +2.5% | +13.7% |
| WTI | 2018-07-12 | [Rescuing the rupee: A peek into the RBI's arsenal](https://feedsoft.ai/events/64314-rescuing-the-rupee-a-peek-into-the-rbi-s-arsenal.md) | -2.4% | -5.0% |
| WTI | 2025-08-25 | [The Commodities Feed: Jerome Powell Provides a Boost to Most Markets \| Investing.com](https://feedsoft.ai/events/23251-the-commodities-feed-jerome-powell-provides-a-boost-to-most-markets-investing.md) | +0.5% | -1.7% |

## Sources

- financialpost.com: https://financialpost.com/investing/investor-guide-federal-reserve-pause/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.