
A Harvard economist says 92% of U.S. growth now comes from AI spending. The Bank of England says we’re one “pop” away from pain.
According to a Reuters poll, 57 out of 99 economists think the Fed will cut interest rates one or two more times this year (56 out of 102 in the January survey). 67 out of 101 economists surveyed think the Fed will cut rates at least once by the end of June (nearly 60 percent in the January survey expected a rate cut by the end of March). Twenty-seven out of 46 economists said inflation risks from tariffs have risen recently, 17 said no change and 2 said a drop. (Jin Ten)
Morgan Stanley economists said they no longer expect the Federal Reserve to cut interest rates in March, and now expect a rate cut in June this year. The Trump administration is imposing tariffs faster than we expected, which could mean that the pullback in inflation will stall at higher levels, blocking the possibility of any near-term rate cuts. (Jin Ten)
Economists say the Federal Reserve could pause interest rate cuts for the foreseeable future if the U.S. ultimately imposes and maintains new tariffs. Click to view...
Most economists surveyed expect the Bank of Japan's next rate hike to be in July, but 45% also said the BoJ could act as early as April. Click to view...
Economists believe that neither of Powell's two interest rate cut conditions will be met. Click to view...
A Reuters poll showed 25 economists said the Bank of Korea would cut the base rate by 25 basis points to 2.75 percent on Feb. 25.
Bank of America economists said that the Fed's suspension of interest rate cuts in January is clearly a basic scenario. If the labor market stops gradually cooling, the rate-cutting cycle may end. (Jin Ten)
According to a survey of economists by foreign media, 90% of respondents believe that the Federal Reserve will cut interest rates by 25 basis points on December 18, and most expect the Fed to pause interest rate cuts in late January next year due to concerns about rising inflation risks. But the vast majority of economists (58 out of 99) predict that the Federal Reserve, which has cut interest rates by 75 basis points since September, will keep rates unchanged at its meeting on January 28-29 nex...
Economists expect the November non-farm payrolls report to show that the U.S. created 200,000 jobs in November, while adding just 12,000 jobs in October due to distortions caused by two hurricanes and the Boeing strike. The unemployment rate is likely to rise slightly to 4.2% in November, compared to 4.1% in October. Meanwhile, average hourly earnings are expected to rise 3.9% in November, following a 4.0% increase in October. Powell said at an event this week that...