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21 Feb 2024

Fed Worried About Cutting Too Soon

At their late January meeting, Federal Reserve officials saw the potential negative consequences of cutting rates too soon as outweighing the risk of waiting too long – a balance of opinion that should help ratify market expectations for a hold at the March decision. According to a record of the January 30-31 Federal Open Market Committee meeting, “most participants noted the risks of moving too quickly to ease the stance of policy and emphasized the importance of carefully assessing incoming data in judging whether inflation is moving sustainably down to 2 percent”. Officials noted a series of risks to the...

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Markets Mark Time Into Fed Minutes, Nvidia Earnings

The dollar and Treasury yields are holding steady as markets await minutes from the Federal Reserve this afternoon. The record of January’s meeting is expected to show officials downplaying the need for dramatic policy adjustments in the coming months, with members likely to express a need for more evidence of disinflation before launching an easing cycle.   The Canadian dollar is trading below its 200-day moving average after yesterday’s softer-than-anticipated January inflation report raised market-implied odds on a rate cut coming before the Bank of Canada’s June meeting. Annual headline price growth fell to 2.9 percent from 3.4 percent prior, and...

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