# Minutes Articoli collegati

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Wall Street's Take on the June Fed Meeting Minutes: Focus on Core Inflation, No Short-Term Urgency to Hike Rates

Wall Street's View on Fed June Minutes: Inflation is the Key, No Urgency for Near-Term Hike The minutes of the Federal Reserve's June FOMC meeting revealed a unified Wall Street interpretation: inflation remains the true determinant for future policy moves. Major institutions including Goldman Sachs, Morgan Stanley, and Citigroup concluded that the Fed remains data-dependent, with its path hinging on upcoming inflation data. Key takeaways from the minutes: * **No Immediate Tightening**: Despite "a few" participants seeing reasons to hike, none actively advocated for it at the June meeting. The consensus was to hold the federal funds rate steady at 3.5%-3.75%. * **Inflation as the Decisive Factor**: The Fed outlined two primary scenarios. If inflation declines "soon" toward the 2% target, "almost all" officials would support maintaining or eventually cutting rates. If inflation persists high due to factors like AI demand or supply shocks, "almost all" would see some policy tightening as necessary. * **Patience is Warranted**: Officials noted inflation remains above target but cited anchored inflation expectations and a labor market not currently driving price pressures as reasons for patience. The Fed is focused on the *direction* of inflation over the next few months. * **No Policy Framework Shift**: The minutes reaffirmed a data-dependent approach rather than a fundamental shift toward pre-emptive tightening. Institutional Forecasts: * **Morgan Stanley**: Expects rates on hold in 2026, with potential cuts in 2027 if inflation cools. * **Goldman Sachs**: Baseline scenario sees rates unchanged through 2026, with inflation moderating gradually. * **Citigroup**: Takes a more dovish view, suggesting market pricing for a July hike is too aggressive and forecasting potential rate cuts starting in late 2026. Overall, the minutes were perceived as marginally dovish, emphasizing a watchful stance on inflation data with no near-term urgency to hike.

marsbit07/09 02:09

Wall Street's Take on the June Fed Meeting Minutes: Focus on Core Inflation, No Short-Term Urgency to Hike Rates

marsbit07/09 02:09

U.S. Stock Market Trend (July 6th): Gold and Crypto Lead Rebound Ahead of Stocks, Fed Minutes Set Weekly Direction

**U.S. Market Trends (July 6): Gold & Crypto Lead, Fed Minutes to Set Tone** Markets rebounded ahead of the U.S. Independence Day holiday, with Nasdaq 100 futures rising over 1% as AI sector concerns eased. Gold posted its best week in over a month, breaking a four-week losing streak despite ongoing Russia-Ukraine tensions, as Middle East risk premiums faded. Brent crude extended its decline for a fourth week. The week ahead is packed with key events. On Tuesday, SpaceX makes a record-fast entry into the Nasdaq 100 index, forcing passive fund flows, while U.S. tariff hearings and the Sun Valley Conference—notably missing NVIDIA's Jensen Huang and Tesla's Elon Musk—add complexity. OpenAI's scheduled GPT-5.6 release intensifies the AI model rollout race. The main focus is Thursday's release of the first Fed meeting minutes under Chair Wash. With half the FOMC already leaning toward a rate hike this year per the June dot plot, the minutes' tone will be critical for market direction. Hawkish confirmation could reverse recent risk-on sentiment, likely signaled first by a pullback in high-volatility assets like Bitcoin and Ethereum, which significantly outperformed last week. Other events include SK Hynix's large U.S. ADR listing and the start of the Q2 earnings season with reports from PepsiCo and Delta Air Lines. The market's path hinges on whether the liquidity and optimism built during the holiday can withstand the combined tests of Fed policy, trade tensions, and major corporate events.

marsbit07/06 01:34

U.S. Stock Market Trend (July 6th): Gold and Crypto Lead Rebound Ahead of Stocks, Fed Minutes Set Weekly Direction

marsbit07/06 01:34

Fed Meeting Minutes: 'Most' Officials Expect Further Rate Cuts Appropriate After December, Some Advocate Holding Steady 'For Some Time'

Federal Reserve December meeting minutes revealed a significant internal divide on interest rate policy. While a majority of officials supported the recent 25-basis-point rate cut and believed further cuts would be appropriate if inflation continues to decline as expected, a substantial faction advocated for pausing rate reductions "for some time." This group expressed concerns that progress on inflation had stalled and emphasized the need for greater confidence that inflation is moving sustainably toward the 2% target before easing policy further. The discussion highlighted a careful balancing of risks. Most participants viewed the shift to a more neutral policy stance as necessary to prevent a potential severe deterioration in the labor market, with many noting that tariff-related inflationary pressures had diminished. Conversely, several officials warned of the risk that high inflation could become entrenched, cautioning that additional rate reductions amid elevated price data might be misinterpreted as a weakened commitment to the inflation target. All participants agreed that future policy decisions will not be predetermined and will remain highly dependent on incoming data, the evolving economic outlook, and the balance of risks. The minutes also noted that reserve balances have declined to ample levels, and the Committee will conduct purchases of Treasury bills as necessary to maintain an ample supply of reserves.

marsbit12/31 03:23

Fed Meeting Minutes: 'Most' Officials Expect Further Rate Cuts Appropriate After December, Some Advocate Holding Steady 'For Some Time'