
财经少华|Mar 16, 2025 10:28
Macro outlook for next week: Trump's' hard meat plan 'forces Fed to cut interest rates, super central bank week hits
Next week, global investors will usher in a "super central bank week", with the Bank of Japan, Federal Reserve, Swiss National Bank, Swedish Central Bank, and Bank of England among others announcing interest rate decisions. The following are the key points that the market will focus on in the new week:
Monday 20:30, February US Retail Sales Monthly Rate, March New York Fed Manufacturing Index
At 02:00 on Thursday, the Federal Reserve FOMC released its interest rate decision and summary of economic expectations
On Thursday at 02:30, Federal Reserve Chairman Powell held a monetary policy press conference
Thursday 20:30, Initial jobless claims for the week ending March 15th, US Q4 current account, Philadelphia Fed Manufacturing Index for March
At 21:05 on Friday, FOMC Permanent Voting Committee and New York Fed Chairman Williams delivered a speech
The most important thing next week is undoubtedly the Federal Reserve's interest rate decision on Thursday. In addition to the rate decision, statement, and press conference, the committee will also release updated economic forecasts, including a new "dot matrix". Due to the widespread expectation in the market that no action will be taken before June, the focus may be firmly on the dot matrix. Some analysts predict that this so-called "economic panic" is a "meat trick" of the Trump administration, attempting to force the Federal Reserve to lower interest rates as soon as possible. Trump is deliberately creating an economic recession with the aim of forcing the Federal Reserve to cut interest rates in order to reduce the US government's interest expenses.
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