RBI Holds Repo Rate at 5.25% as India’s Growth Outlook Strengthens After U.S. Trade Deal 
Gold and Silver Prices Rebound After Volatile Week Triggered by Fed Nomination 
Fed Confirms Rate Meeting Schedule Despite Severe Winter Storm in Washington D.C. 
Asian Markets Slip as AI Spending Fears Shake Tech, Wall Street Futures Rebound 
Asian Stocks Slip as Tech Rout Deepens, Japan Steadies Ahead of Election 
Fed Governor Lisa Cook Warns Inflation Risks Remain as Rates Stay Steady 
Japan Economy Poised for Q4 2025 Growth as Investment and Consumption Hold Firm 
ECB’s Cipollone Backs Digital Euro as Europe Pushes for Payment System Independence 
Bank of Japan Signals Cautious Path Toward Further Rate Hikes Amid Yen Weakness 
Bank of England Expected to Hold Interest Rates at 3.75% as Inflation Remains Elevated 
Dollar Steadies Ahead of ECB and BoE Decisions as Markets Turn Risk-Off 
Vietnam’s Trade Surplus With US Jumps as Exports Surge and China Imports Hit Record 
Why Trump’s new pick for Fed chair hit gold and silver markets – for good reasons 
Oil Prices Slide on US-Iran Talks, Dollar Strength and Profit-Taking Pressure 
The Federal Reserve's latest meeting minutes reveal plans for a slower pace of interest rate cuts, influenced by policy uncertainties tied to President-elect Donald Trump. Analysts at Goldman Sachs noted that Trump's proposed tariffs and mass deportations have raised concerns about inflation trends.
Fed officials highlighted risks tied to Trump's policies, suggesting inflation's return to the 2% target may take longer than anticipated. While the Federal Open Market Committee cut rates by one percentage point in 2024, some members favored a cautious approach to further reductions, citing upside risks to inflation.
Market expectations now lean toward stable borrowing costs in the near term, with the next rate cut forecasted no earlier than May. This sentiment gained traction after private payroll data showed a slowdown in December, while jobless claims declined.
Goldman Sachs analysts observed the absence of discussion about the Fed’s balance sheet reduction in the minutes. They revised their timeline for quantitative tightening (QT), now anticipating Treasury runoff to extend through March and mortgage-backed securities runoff to end in June.
The Fed's careful stance reflects ongoing efforts to balance economic growth, inflation risks, and policy uncertainties, leaving markets attuned to upcoming data, including Friday’s US employment report.
