#FOMCMeeting The Federal Reserve held its benchmark interest rate steady at 4.25%-4.5% for the sixth consecutive meeting, signaling continued caution amid economic uncertainty tied to tariffs and geopolitical risks.
Key Takeaways:
1. No Rate Cut (Yet):
- The decision was unanimous, with a 99.9% probability priced in by markets.
- Fed Chair Powell emphasized a "wait-and-see" approach, citing unclear impacts from Trump’s trade policies and Middle East tensions.
2. Economic Projections ("Dot Plot"):
- The Fed’s updated projections hinted at fewer rate cuts in 2025, possibly just one (down from two in March).
- Inflation ticked up to 2.4% in May, while growth and labor markets showed mixed signals.
3. Market & Political Context:
- President Trump’s public pressure for rate cuts clashed with the Fed’s data-dependent stance.
- Retail sales fell 0.9% in May, but underlying consumption remained resilient.
4. What’s Next?
- Next meetings: July 29-30 and September 16-17.
- Markets now eye September for the first potential cut (60% odds).
Bottom Line: The Fed is balancing stagflation risks (higher prices + slower growth) with political and global volatility. Hold tight for more clarity post-tariff effects!