🇺🇸👀 #macro #FOMC Protocols Fed meetings:
- Inflation remains at elevated levels;
- downside risks for the labor market have increased;
- Most Fed members expect at least two cuts of 25 basis points by the end of the year, and about half expect three cuts over this period;
- an increase in tariffs will contribute to the growth of inflation this year and will put additional pressure on its growth in 2026;
- they predict a decrease in inflation in 2026 and reaching 2% in 2027 with maintaining this level in 2028;
- the labor market is not expected to become a source of inflationary pressure;
- economic activity growth slowed in the first half of the year

🇺🇸👀 #macro Powell:
- Forecasts have not undergone significant changes since the September meeting;
- the risks of weakening in the labor market have increased;
- The Fed may complete its balance sheet reduction in the coming months

🇺🇸👀 #macro Nyt: Powell said the Fed has more room to cut interest rates this year to support the labor market despite a recent resurgence in inflation.

🇺🇸🍿 #macro: Powell: If the Fed moves too quickly, it could leave the job of reducing inflation unfinished. Inflation continues to rise

🇺🇸📔 #macro Fed Beige Book:
- Экономическая активность в целом мало изменилась с момента предыдущего отчета;
- уровень занятости в последние недели был в целом стабильным, а спрос на рабочую силу в округах и секторах был в целом сдержанным;
- in certain districts tariffs added pressure on inflation.

📈 #macro Gold has reached a new all-time high of $4,000 per ounce and becomes the world's first asset with a market capitalization exceeding $30 trillion.

Peter Schiff: Gold is more likely to reach $1 million than #BTC.

🇺🇸 #macro Fed's Kashkari: The economy may not be slowing as much as we think.

🇺🇸 Trump: Higher tariffs on China will not be acceptable to them. #tradewars

He also stated that “prices for gas, food and energy have fallen significantly.” #macro

🇷🇺 #macro Russia. Central Bank rate: 16.50% (prog 17%; pre 17%)

🇺🇸 Trump: that the stock market is stronger than ever thanks to tariffs. #macro