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Monetary Policy
137 TokenPost stories are tagged Monetary Policy. The newest appear first.
Latest Monetary Policy stories
- Bank of America Adds January 2027 Hike to Fed Rate Forecast
The bank expects 25-basis-point increases in December 2026, January 2027 and March 2027, totaling 75 basis points.
· Regulation
- Bessent Says Fed Should Focus on Outlook as Energy Shock Fades
He characterized four recent Treasury auctions as the strongest in 20 years and said data next week could be moderate as gasoline prices fall.
· Regulation
- Daly Says AI Demand May Ease as Chip Price Concerns Persist
On Nov. 6, Daly said demand could cool slightly and raised concern that chip-related price pressures may persist longer than she previously expected.
· Regulation
- Fed Tentatively Schedules Seven Rate Decisions for 2027
The eight-meeting calendar reserves Oct. 26-27 for monetary policy strategy and lists no December session.
· Regulation
- Fed Official Hammack Says Restrictive Policy Is Needed to Curb Inflation
She cited demand pressures pushing prices higher and said recent data showed the inflation trend moving in the wrong direction.
· Regulation
- Future Rate Hikes May Be Slow and Cautious, BOJ Policymaker Says
浅田统一郎 said Japan’s inflation rate had reached about 2% and the neutral interest rate may be slightly above the BOJ’s current policy rate.
· Regulation
- Dutta Says Fed Risks Over-Tightening in Its Inflation Fight
He said investors may be underestimating how hawkish policy needs to be and named excessive tightening the main risk looking toward 2027.
· Insights & Views
- December Fed Rate Increase Considered Nearly Certain as Focus Shifts to Pace
A third consecutive firm inflation report shifted attention to the move’s pace, with possible paths ranging from quarter-point steps to a single half-point increase.
· Regulation
- Global Monetary-Tightening Momentum Eased After July Peak
Eight of 10 major central banks raised rates over the past six months, including Sweden’s central bank on Nov. 4. Market-implied odds of a 25-basis-point Fed increase in December climbed to 96.3% on Nov. 10.
· Investing
- Thorne Says Warsh’s Fed Changes Have Weakened Policy Signals
October headline CPI rose 0.4% month over month, down from 0.6% in September; core CPI increased 0.3%, unchanged from the prior month.
· Insights & Views
- Fed’s Bowman Says Inflation Remains Above Goal, Urges Caution on Tightening
She forecast core PCE inflation at 3.3% in October and said financial conditions had already tightened.
· Regulation
- Bank of Canada Council Says Policy Can Curb Energy Price Spillover
The council’s view follows a 25-basis-point rate increase to 2.5% amid elevated global energy prices.
· Regulation
- Ed Yardeni Sees a 50-Basis-Point Fed Rate Hike as More Likely in December
The projected increase would equal half a percentage point.
· Investing
- Economists Split on Whether December Will Be the Fed's Last Rate Hike
Fifty-six of 101 economists expect the December increase to end the cycle, while 45 forecast at least two more hikes. More than half of surveyed primary dealers share the latter view.
· Regulation
- Fed's Waller Says Prior Cuts May Need Reversing, Rejects 150- or 200-Basis-Point Hikes
He said officials may need to undo at least three precautionary cuts but do not want to inflict major damage on the economy.
· Regulation
- Fed’s Waller Calls for Reversing at Least Three Prior Rate Cuts
The call would unwind previous easing and marks a preference for tighter monetary policy.
· Regulation
- Richmond Fed’s Tom Barkin Says Rates May Need to Rise Further
He expects consumer spending to remain resilient through year-end but questioned how long that strength can last.
· Regulation
- Bitcoin faces rate-hike pressure as liquidity expansion shapes its long-term case
James Lavish says rate-hike concerns are weighing on Bitcoin, while Fed and Treasury liquidity operations remain central to its longer-term investment case.
· Insights & Views
- Barkin Urges Fed Caution as Inflation Stays High and Demand Remains Healthy
He said risks to the demand outlook remain easy to foresee, despite a clear broad direction for monetary policy.
· Regulation
- Philippine Central Bank Governor Says Rate Explanations Shape Behavior
Eli M. Remolona, Jr. said the narrative behind a policy rate can influence how people respond to monetary policy.
· Regulation
- Treasury safety questioned as government debt strains put gold and silver in focus
Michael Oliver questioned long-term Treasuries’ role as a haven amid government debt strains, citing monetary erosion and relative strength in major precious metals stocks.
· Insights & Views
- Bank of England Raises Rate to 4% as Bailey Signals More Hikes
The move was the Bank’s first increase since Aug. 2023 and matched expectations. Bailey said it is unlikely to be the last unless the Iran war is resolved.
· Regulation
- Bank of England Raises Rate to 4% in First Hike Since August 2023
The 25-basis-point increase matched market expectations and adds a new global tightening signal for crypto and risk markets.
· Regulation
- Bank of Japan Minutes Keep Further Rate Hikes in View After October Hold
The Policy Board raised the rate to about 1.25% in September by a 7-2 vote, then held it in October.
· Regulation
- Bhutan Gives Gelephu Regulator Central Bank Powers Over Reserves
Reserve decisions will require policies addressing risk, custody, liquidity and accountability.
· Regulation
- China's State Council Prioritizes Faster Cross-Border Yuan Payment System
The agenda also calls for moderately loose monetary policy, AI applications in finance and greater support for technology innovation and small businesses.
· Regulation
- Ukraine’s Central Bank Raises Rate to 16.5% as Inflation Outlook Worsens
The bank forecasts a 0.4% contraction in real GDP this year and sees its rate holding at 16.5% through the second quarter of 2027.
· Regulation
- National Bank of Kazakhstan Cuts Base Rate to 15.75% as Inflation Eases
The lower rate took effect Oct. 27. Household inflation expectations were 11.8% in September, down from 12.1% in August.
· Regulation
- China’s Central Bank Shifts Its Short-Term Policy Anchor to Overnight
Daily overnight reverse-repo operations carry a fixed 1.25% rate, replacing the seven-day tenor as the main short-term reference.
· Regulation
- Bank of Japan Says Real Rates Rose Across All Maturities, Signals More Hikes
The BOJ held its overnight call-rate guideline at about 1.25% Friday, Oct. 30, and raised its annual ETF sales pace, effective January 2027.
· Regulation
- China’s Central Bank to Discuss Stock-Repurchase Relending Policy
Industry insiders say the People’s Bank of China will meet with financial regulators and major banks Monday, Nov. 2, to discuss optimizing the policy.
· Regulation
- Fed Rate Hike Odds for December Fall to 70.7% in Two Days
The chance of no change stands at 29.3%, leaving a rate increase as the more likely outcome in market pricing.
· Investing
- Logan Says Fed’s October Hold Does Not Alter Policy Direction
The target range remains 3.75% to 4.00% after September’s 25-basis-point increase, the Fed’s first hike in more than three years.
· Regulation
- Fed’s Musalem Says Another Rate Hike Will Be Needed Before Long
He described monetary policy and broader financial conditions as loose and said inflation is unlikely to ease without Fed action.
· Regulation
- BOJ’s New ETF Sales Pace Would Take 43 Years to Clear Holdings
The ¥860 billion annual pace begins in January 2027 and is estimated at about 0.1% of trading value.
· Investing
- Daly Says AI’s Economic Effects Matter to Fed Policy Analysis
At the San Francisco Fed’s Oct. 30 conference, she pointed to AI’s potential effects on productivity, growth and the labor market as policymakers pursue price stability and full employment.
· Regulation
- Tom Barkin Says Gradual Fed Rate Adjustments Are Feasible
The Federal Reserve Bank of Richmond president described the policy direction as clear and the pace of changes as the remaining question.
· Regulation
- Fed Sets Three Strategy Meetings Without Rate Votes in 2027 and 2028
One meeting in 2027 and two in 2028 will focus on policy strategy. The Fed held its federal funds target range at 3.75% to 4% in October.
· Investing
- Former Fed Vice Chair Expects December 2026 Rate Hike, One or Two More Possible in 2027
Roger Ferguson's forecast includes one or two additional rate increases in 2027.
· Regulation
- Bank of Japan Holds Rates in 8-1 Vote as Yen Gains 0.4%
The BOJ said underlying inflation had reached its 2% target and plans to increase annual ETF sales starting in January.
· Regulation