💥 This Fed meeting is truly a divide: two regional presidents want to 'stay still', while one governor wants to 'cut' by 0.5%. In the end, the majority chose a 0.25% hike, just as the market had anticipated.
👉 Powell stated: next year, either keep the interest rate unchanged or lower it; almost no one believes the Fed will reverse and increase rates again. He also acknowledged that employment data might be 'overinflated', and the US economy is close to neutral interest rate levels.
👉 Regarding AI, Powell maintained a neutral tone. As for tariffs, he believes they only create short-term waves and do not change the inflation trend.
🟦 Starting from 12/12, the Fed will begin injecting 40 billion USD into short-term T-bills to stabilize the money market — not QE, but enough for the market to feel a 'breeze'.
👉 Powell also indicated that his term as Chairman ends in May, and he has not yet decided whether to continue 'steering' the Fed or not.
