Next week's macro outlook: The Fed's interest rate cut cycle is about to restart, and the bitmap will become a new game point for the market
TechFlame
2025-09-13 11:39
TechFlame2025-09-13 11:39
English
According to TechFlame, according to Kim 10, moderate CPI and PPI inflation reports and a surge in initial jobless claims over the past week paved the way for the Federal Reserve to cut interest rates by at least 25 basis points at the September meeting. Concerns about the labor market and prices caused the US consumer confidence index to hit a new low since May, and long-term inflation expectations rose for two consecutive months.
The Federal Reserve will hold a policy meeting next week. A 25 basis point cut in interest rates alone is unlikely to cause market fluctuations. If this is the case, market participants may quickly turn their attention to Federal Reserve Chairman Powell's press conference and the latest Economic Forecast Summary (SEP), particularly the new “bitmap.” Here are the key points the market will focus on in the new week (all Beijing time):
At 9:45 on Wednesday, the Bank of Canada announced the interest rate decision;
At 2:00 on Thursday, the Federal Reserve's FOMC announced interest rate decisions and a summary of economic expectations;
At 2:30 on Thursday, Federal Reserve Chairman Powell held a monetary policy press conference;
At 19:00 on Thursday, the Bank of England announced interest rate decisions and meeting minutes;
To be decided on Friday, the Bank of Japan announced the interest rate decision;
Bank of Japan Governor Kazuo Ueda held a monetary policy press conference at 14:30 on Friday.