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October 30, 2025
October 29, 2025
FOMC - Strong Differences of Opinion Leave December Decision Dependent on Incoming Information
October 29, 2025 7:58 PM UTC
After a statement that contained no major surprises, the highlight of FOMC Chairman Jerome Powell’s press conference was his comment that there were strong differences on policy going forward, and that a December ease was far from assured. While we still feel that on balance easing in December is
FOMC eases by 25bps, to conclude quantitative tightening on December 1
October 29, 2025 6:21 PM UTC
The FOMC has eased rates by 25bps to 3.75% to 4.00% as expected and decided to conclude the reduction of its securities holdings on December 1 as Chairman Powell had hinted at on October 14. There were two dissents, Governor Miran favoring a 50bps move and Kansas City Fed’s Schmid delivering a haw
BoE Preview (Nov 6): Easing Door Opening Afresh?
October 29, 2025 4:43 PM UTC
That the BoE kept Bank Rate at 4% after last month’s MPC meeting was all but certain, as was the two vote dissent in favor of further easing. But of more note, and amid what have been recent hawkish hints from the MC majority, was that the MPC adhered to its (conventional) policy guidance, still
Bank of Canada - Hawkish Ease with Current Rate Level Seen as Appropriate
October 29, 2025 3:40 PM UTC
The Bank of Canada delivered a hawkish easing, cutting rates for the second straight meeting by 25bps, to 2.25%, but stating that if inflation and activity evolve in line with its projection, the current rate is seen as about the right level to keep inflation close to 2% while helping the economy th