Bowman: Rate cut possible as early as July
1. Impact of external factors
— Fed Chair Bowman stated that changes in government policy are helping to reduce inflationary risks
— In her opinion, the impact of new tariffs on inflation will be limited
— She also noted that progress in trade reduces the level of uncertainty in the economy
2. Geopolitics and the labor market
— Conflicts in the Middle East may lead to higher commodity prices
— The labor market remains stable, but there are signs of its gradual weakening
3. Rate signals
— Bowman noted that it is time to consider adjusting the interest rate
Quote: "If inflationary pressures remain contained, then we can consider a rate cut at the July meeting"