Next week, as the US government continues to shut down, there will be less important data from the US, but many central banks will hold interest rate meeting, including the Federal Reserve, the European Central Bank and the Bank of Japan. Here are the key points that the market will focus on in the new week (all in Beijing time):
Thursday at 02:00, the Federal Reserve announced its interest rate decision.
On Thursday at 02:30, Federal Reserve Chairperson Powell held a press conference on monetary policy.
On Friday at 01:15, Logan, the president of the Federal Reserve Bank of Dallas and the 2026 FOMC voting committee, delivered a speech.
On Friday at 21:30, the 2026 FOMC voting committee and Dallas Federal Reserve President Logan delivered a speech.
Until there is a clearer picture of both inflation and the job market, Powell is unlikely to announce a 25 basis point rate cut while significantly altering his language on the future policy path. So, given the recent tensions in trade relations and the ongoing government shutdown, Powell and his colleagues may be slightly dovish on Thursday, but probably not by much. Even dovish members like Waller are reluctant to commit up front to a series of rate cuts. If the Fed questions the market's expected path of a further 100 basis point rate cut after October, the risk of traders being disappointed increases. (Jin Ten)
Next week's macro outlook: The Federal Reserve will announce its interest rate decision on Thursday, followed by Powell's press conference
2025-10-25 11:06:46
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