Federal Reserve

Fed-related news tracking

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2026

4月29

Fed Maintains Benchmark Interest Rate and Suggests Future Rate Reduction

The Federal Reserve held its benchmark interest rate steady at 3.5%-3.75% for the third consecutive meeting . While the official statement retained a bias toward future rate reductions, the 8-4 vote revealed significant internal dissent . Officials remain concerned about inflation staying above the 2% target, exacerbated by Middle East tensions and rising energy prices, even as some prioritize labor market stability .

7 家来源

1 小时前

Fed Maintains Interest Rates Unchanged; Market Sees Small Chance of Cuts This Year

The Federal Reserve maintained interest rates at the 3.5% to 3.75% range, signaling a cautious stance due to persistent inflation and geopolitical risks [citation:3, 13]. Market expectations for rate cuts have drastically cooled, with futures now reflecting a high probability of rates remaining unchanged through at least June, and dot plot projections shifting from three cuts down to just one for the year [citation:2, 25, 26].

4 小时前

8.2

4 小时前

US Interest Rate Decision in April 2026 is 3.75%

The US Federal Reserve maintained interest rates at 3.75% in April 2026, meeting market expectations . This 'hold' occurs against a backdrop of sticky inflation, energy price shocks, and a resilient labor market, with the Fed remaining cautious ahead of Chair Jerome Powell's departure on May 15 .

Fed Keeps Rates Steady, Council Member Milan Favors Cuts

The Federal Reserve maintained interest rates at 3.5%-3.75% , but the decision was marked by Governor Stephen Milan’s preference for a rate cut [citation:1, 12]. Milan continues to advocate for 3 to 4 cuts this year, targeting a neutral rate as low as 2.5%, arguing that labor cooling and housing disinflation will outweigh temporary energy price spikes from Middle East tensions [citation:13, 24, 25].

Fed Policy Disagreements Hinder Morgan Stanley Exemption Approval

Internal policy rifts within the Federal Reserve, led by Vice Chair Michael Barr, significantly delayed Morgan Stanley’s waiver application for organizational restructuring [][]. While the majority eventually approved the waiver, Barr warned that using low-cost federal deposit insurance to fund high-risk activities sets a dangerous precedent [][]. This friction occurs despite Morgan Stanley's strong Q1 2026 performance and its efforts to lobby for reduced capital requirements under revised Basel III rules [][].

4 家来源包括 Reuters

9 小时前

Tech Stocks Boost Index Futures, Market Awaits Fed Decision

U.S. and European futures are edging higher, driven by strong earnings expectations for mega-cap tech companies despite looming FOMC policy risks . While tech leads, the market remains cautious due to volatile oil prices and geopolitical tensions between the U.S. and Iran . Investors are specifically awaiting Jerome Powell’s press conference for clarity on future interest rate paths .

7 家来源

11 小时前

4月27

Fed Maintains Rates Unchanged in April

The Federal Reserve maintained interest rates at 3.50%-3.75% in April 2026, citing persistent inflation (3.3% CPI) and rising energy costs driven by Middle East tensions . The decision was marked by the most divided FOMC vote since 1992, with four dissenters, while leadership remains in flux as Jerome Powell prepares for a potential transition to nominee Kevin Warsh amid ongoing legal and political challenges .

4 家来源包括 Reuters

2026/04/28 06:15

Barclays Predicts Fed to Maintain Rates and Potentially Cut in September

Barclays expects the Federal Reserve to maintain interest rates at 3.5%-3.75% during this week's meeting, with a potential 25bps rate cut projected for September 2026 . Despite a 100% market probability of a hold this week due to 3.3% inflation, Barclays anticipates that cooling demand will eventually allow for policy easing .

4 家来源

2026/04/27 13:32

4月18

Analysis of Fed's Policy Direction: Powell's Term End May Lead to Continued Cautious Observation

As Federal Reserve Chair Jerome Powell's term ends in mid-May, a political and legal conflict is brewing over his succession, with the Trump administration threatening his dismissal if he remains on the board. This leadership uncertainty coincides with the Fed adopting a cautious "wait and see" approach to monetary policy. The ongoing Middle East conflict is creating a supply shock, pushing inflation higher while threatening economic growth, leading to concerns of stagflation. Despite some internal division and rising market expectations for rate cuts, Powell and other officials have stated that current policy is in a "good place" and they will not cut rates without progress on inflation, effectively putting policy on hold.

4月17

Fed to Closely Monitor Employment Data for Signs of Increased Pressure

Federal Reserve Governor Waller announced the Fed will closely monitor employment data for signs of increased pressure, reflecting a commitment to adjust monetary policy based on evolving economic conditions. This comes after the March non-farm payrolls report showed a stronger-than-expected 178K job gain and a stable 4.3% unemployment rate, which had previously suggested the economy did not need stimulus. Other officials like Mary Daly have also emphasized looking beyond headline numbers to a broader set of indicators to gauge labor market health. This heightened focus on potential stress points, amid concerns about data accuracy and stagflation risks from geopolitical tensions, signals a nuanced approach to future policy decisions.

4月15

Fed Officials Warn of High Oil Prices and Supply Shocks Constraining Policy Shift

Federal Reserve officials are warning that high oil prices and supply shocks, driven by Middle East conflicts, could keep inflation elevated and limit the space for monetary policy easing. Officials like St. Louis Fed President Musalem and Chicago Fed President Goolsbee suggest rates may need to remain at the current 3.5%-3.75% range for a prolonged period, possibly through 2026. This has reversed market expectations from rate cuts to a "long-term observation period," with some officials acknowledging that rate hikes cannot be ruled out if inflation persists.

4 家来源

2026/04/16 06:34

4月14

Fed Suddenly Accelerates Treasury Purchase Reduction

The Federal Reserve announced it will reduce its monthly purchases of Treasury bills to approximately $250 billion, a larger-than-expected reduction from the previous pace of around $40 billion started in December 2025. This move, part of its reserve management program, is aimed at replenishing financial system reserves to ease short-term funding costs. The New York Fed will conduct these purchases for the month ending May 13, alongside about $15.5 billion in reinvestments. Wall Street strategists interpret the accelerated tapering as a sign of the Fed's confidence in the market.

5 家来源包括 Bloomberg

2026/04/14 12:20

4月13

US CPI Surge Due to Energy Price Hike, US-Iran Talks Fizzle Out

The U.S. March CPI surged 3.3% year-over-year, the largest gain in nearly four years, primarily driven by a sharp rise in energy prices due to the conflict with Iran. Gasoline prices alone jumped 21.2%. While core CPI (excluding food and energy) remained subdued at 2.6% YoY and 0.2% MoM, indicating weak underlying demand, ceasefire talks between the U.S. and Iran have failed. This failure, coupled with threats of a Hormuz Strait blockade, suggests high oil prices will continue to pressure inflation and consumer purchasing power in the coming months.

7 家来源

2026/04/13 10:11

4月10

ADP Report and ISM Data Influence Fed to Maintain Current Policy

The March ADP report indicated a 62,000 increase in private sector jobs, surpassing expectations, with growth primarily in the service sector like education and healthcare. However, the overall trend shows weakness, with a divergence where small businesses are hiring while larger firms are cutting jobs. This data, along with ISM Services data, reinforces the view that the Federal Reserve will maintain its current policy. Consequently, markets are pushing back expectations for rate cuts, citing the resilient-enough labor market and ongoing inflation risks.

4 家来源

2026/04/10 11:45

4月09

Fed officials express concerns over Middle East conflict's impact on US economy

The Federal Reserve's March meeting minutes reveal deep concerns over the Middle East conflict's negative impacts on the US economy, including growth, inflation, and employment. Officials are divided, creating "two-way risks": some fear persistent inflation from rising oil prices may necessitate rate hikes, while others worry a prolonged conflict could weaken the labor market, requiring rate cuts. Most officials agree that progress on the 2% inflation goal has slowed and upside risks have increased. For now, the Fed remains on hold, maintaining the federal funds rate at 3.5%-3.75% while acknowledging that policy flexibility is crucial amid high uncertainty.

3 家来源

2026/04/09 10:53

4月08

FOMC Minutes Discuss Potential Future Rate Cuts and Inflation Concerns

The FOMC minutes from the March meeting indicate that while a future rate cut is possible if inflation subsides, officials are increasingly concerned about elevated inflation. Discussions revealed two distinct scenarios: one justifying rate cuts due to economic growth concerns, and another potentially requiring rate hikes to combat inflation, which is being exacerbated by geopolitical tensions and rising oil prices. The Fed maintained its rate at 3.50%-3.75% in a near-unanimous vote, with Chair Powell adopting a hawkish stance, stating no cuts would be considered without clear progress on inflation, particularly regarding tariff impacts. Market expectations for cuts have been pushed back to September or later.

8 家来源包括 Reuters

2026/04/09 02:40

4月02

FOMC and ECB Hold Important Meetings and IMF Spring Conference

A calendar of upcoming economic events highlights meetings by the Federal Reserve, European Central Bank (ECB), and the IMF Spring Meetings. Recent central bank meetings in March were dominated by the impact of rising oil prices due to conflict in the Middle East. At its March 17-18 meeting, the Fed held rates at 3.5-3.75% after six previous cuts, while upwardly revising growth and inflation forecasts. In contrast, the ECB also held rates steady but adopted a more hawkish tone, raising its 2026 inflation forecast to 2.6% due to energy price risks. This has led to expectations of policy divergence, with analysts predicting ECB hikes while the Fed remains on hold.

3月30

Fed Official Proposes Reducing Balance Sheet and Using Rate Cuts as a Hedge

Federal Reserve Governor Stephen Miran has proposed shrinking the Fed's oversized balance sheet, suggesting a reduction of $1-2 trillion over several years. He stated that the contractionary economic effects of this balance sheet reduction (quantitative tightening) could be offset by cutting the federal funds rate. Miran, who has consistently advocated for easing, believes the current policy is too restrictive and has suggested rate cuts of up to one percentage point within a year to return to a neutral level. He emphasized the process must be slow and gradual to avoid market disruption and restore future policy flexibility.

3月25

Fed's 2021 Policies Failed to Address Surge in Demand During Supply Shortages

A recent analysis posits that in 2021, the Federal Reserve failed to address a surge in demand during a supply shortage, allegedly focusing on other frameworks like DEI instead . This occurred as officials acknowledged that fiscal stimulus and supply chain issues were potential inflation catalysts , but maintained accommodative policy due to employment gaps . The critique suggests the Fed's demand-side tools were mismatched for the supply-side problem , leading to a subsequent, severe overcorrection that harmed the economy .

3月19

Fed revises Basel III proposal

The Federal Reserve's revised "Basel III Endgame" proposal will increase capital adequacy ratios for large banks by 1.4%, a significant reduction from earlier, more stringent drafts that faced intense industry backlash. The new rules, expected by the end of March, aim to encourage lending, streamline risk-based capital calculations, and adjust the G-SIB surcharge. For many large banks, capital requirements are now expected to remain flat or decrease slightly, potentially freeing up billions in capital. The proposal also includes considerations for revising the high-risk weighting currently applied to assets like Bitcoin.