$USDC Announcement - Quick Summary
→ Interest rates remain at 4.25-4.5%
→ High inflation: Significant inflation warnings may arise in the near future, with a forecast for 2025 at 3%, much higher than the previous forecast (2.4%).
→ Uncertainty levels have decreased but remain high. Mainly referring to risks from tax policy. And note: the war has not yet been factored into the official forecasting model.
→ Interest rate cut forecasts for 2025: 7 members: No cut. 2 members: 1 cut. 8 members: 2 cuts. 2 members: 3 cuts.
The Fed says economic activity is still growing, but the ISM data does not reflect that – it may be a way to avoid lowering interest rates.
Finally, the Fed has not committed to a specific timeline for the next interest rate cut due to unclear impacts from tax and trade policy.