The Monthly Review: N.06 2026

In his June 2026 monthly commentary, Michele De Michelis analyzes the shift in tone of the Federal Reserve under the leadership of Kevin Warsh, which has strengthened its commitment to fighting inflation, increasing uncertainty for investors. Despite market reactions and ongoing geopolitical tensions, the CIO of Frame Asset Management urges investors to avoid short-term predictions and impulsive decisions. In an increasingly complex environment, the best strategy remains maintaining discipline, accepting volatility, and investing with a long-term perspective, without being influenced by market noise.