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Coverage, strength, recency, conviction and momentum.
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 81+ days ago - stale data
One-directional consensus
Decreasing interest recently
Newest calls at the top.
The reporter evaluates the Fed's decision to hold interest rates steady, the committee's approach to inflation and employment risks, and the messages regarding the future rate path.
The speaker shares views on the pace of disinflation and neutral interest rate levels, assessing that the Fed should adopt a growth-oriented perspective.
The speaker predicts that the Fed will not cut rates until May but may implement two 25 basis point cuts in the second half of the year. It is assessed that pressure to lower treasury borrowing costs could be influential in this process.
The speaker assesses the Federal Reserve's likely path, noting that expectations have shifted from rate cuts to stability for the remainder of the year due to strong labor data.
The speaker examines that current monetary policy is close to neutral and future decisions will be shaped by data.
The speaker evaluates the difficulty of rate cuts in 2026 due to a heating economy and inflation near 3%.
The guest predicts that two interest rate cuts could occur in the US in 2026 and the terminal rate could be pulled down to around 3%.
Kaplan evaluates the recent rate decision, suggesting he would likely have argued against the cut, and scrutinizes the need for caution regarding further easing while inflation remains above target.
The speakers analyze the US Federal Reserve's (Fed) decision to cut interest rates by 25 basis points at the December meeting, the FOMC minutes, and Chairman Powell's comments.
Chairman Powell evaluates the current monetary policy stance following a cumulative 175 basis point cut, expressing a wait-and-see approach to monitor the economy's evolution.
The speaker reports that the Fed cut interest rates by 25 basis points to a range of 3.5%-3.75%, a decision met with three dissents. It is emphasized that a higher bar has been set for future rate cuts and actions will be data-dependent.
The Fed Chair assesses that the fed funds rate is now within the range of neutral value estimates and that they are positioned to wait and observe how the economy evolves.
The reporter evaluates the Fed's decision to hold interest rates steady, the committee's approach to inflation and employment risks, and the messages regarding the future rate path.
The speaker shares views on the pace of disinflation and neutral interest rate levels, assessing that the Fed should adopt a growth-oriented perspective.
The speaker predicts that the Fed will not cut rates until May but may implement two 25 basis point cuts in the second half of the year. It is assessed that pressure to lower treasury borrowing costs could be influential in this process.
The speaker assesses the Federal Reserve's likely path, noting that expectations have shifted from rate cuts to stability for the remainder of the year due to strong labor data.
The speaker examines that current monetary policy is close to neutral and future decisions will be shaped by data.
The speaker evaluates the difficulty of rate cuts in 2026 due to a heating economy and inflation near 3%.