Pause in Rate Cuts? Latest from the Federal Reserve!
On November 12 local time, the three major U.S. stock indexes closed lower, with the Dow Jones down 380 points, and the S&P 500 ended a four-day rise. As the U.S. stock market reached new highs after the election, investors began to consider issues such as the high valuation of the stock market and the composition of Trump's new cabinet.
Federal Reserve official Kashkari: Only if inflation exceeds expectations could it lead to a pause in rate cuts in December.
After Trump's victory, investment in U.S. stocks reached its highest level in three years, indicating a potential risk of weakening momentum. According to analysts at Citigroup, strategists are pondering the inflationary impact of Trump's economic policies and their influence on the Federal Reserve's interest rate path.
The market generally predicts that when Trump takes office in January, his Republican Party will control both houses of Congress, allowing Trump to smoothly push for tax cuts and a reduction of the federal government's agenda. Trump warned that the Eurozone will "pay a heavy price" for failing to purchase enough U.S. export goods, especially cars.
Several Federal Reserve officials will comment on Tuesday, including Federal Reserve Governor Christopher Waller and Minneapolis Fed President Neel Kashkari.
Market participants will also focus on the Consumer Price Index (CPI) on Wednesday and the Producer Price Index (PPI) on Thursday. These inflation indicators will provide investors with a reference for assessing the Federal Reserve's future interest rate path.
Trump's potential trade and immigration policies have led the market to reduce the likelihood of a 25 basis point rate cut by the Federal Reserve on December 18, from nearly 80% a week ago to 69%.