Federal Reserve

전망 요약

The Fed is maintaining a cautious, data-dependent approach, effectively delaying any potential rate cuts until inflation is decisively lower.

주요 포인트

• Jerome Powell's recent remarks (the 'TACO drama') failed to provide the dovish pivot the market was anticipating
• Persistent inflation data is preventing the Fed from committing to a easing cycle
• The lack of clear guidance on the timing of rate cuts is causing market instability