Büyük Dalgalanma uyarısı! Powell bu akşam Kongre'de yıllık para politikası konuşması yapacak, Fed'in faiz indirim adımlarında değişkenlik olacak mı?

Federal Reserve Chair Powell will attend the Senate Committee on Finance hearing at 23:00 Taiwan time on the 11th to deliver the semi-annual testimony on para politikası, and will attend the Financial Services Committee of the House of Representatives at the same time the next day. The market is closely following Powell's remarks on para politikası, which is expected to have an impact on the market. (Background: Federal Reserve stops cutting rates? Fed officials call for 'strong employment, inflation near 2%' as neutral Faiz Oranı) (Background: Federal Reserve 'Faiz Oranı unchanged', BTC breaks $104,000, Powell's press conference summary, Trump attacks incompetence in creating inflation) The Federal Reserve's official website shows that Federal Reserve Chair Powell will attend the Senate Committee on Finance hearing at 23:00 Taiwan time on the 11th to deliver the semi-annual testimony on para politikası, and will attend the Financial Services Committee of the House of Representatives on the next day at 23:00. Bloomberg reported that lawmakers from both parties are expected to ask about the impact of Trump's policies on banking industry regulation, the Federal Reserve's DEI policy regression, para politikası, and other issues. Powell's semi-annual testimony on para politikası comes at a time of uncertainty in the US economic outlook due to Trump's trade, tax, immigration, and regulatory policies, further complicating the Federal Reserve's efforts to maintain stable inflation and a healthy job market. Focusing on para politikası, since 2021, the Federal Reserve has been unable to achieve its 2% inflation target, which may attract the attention of lawmakers. French Hill, the new chairman of the Financial Services Committee of the House of Representatives, said that many lawmakers are concerned about the Federal Reserve's post-pandemic policies. Since September last year, the Federal Reserve has lowered the benchmark Faiz Oranı by 1%. Reports indicate that Federal Reserve officials currently want to temporarily stop cutting rates and assess the economic impact. Therefore, Powell has no reason to deviate from this trend, especially since the January non-farm employment data showed strong employment and the unemployment rate dropped to 4%, with inflation still above the central bank's target level. As for market speculation on whether Trump will influence Faiz Oranı decisions, he expressed dissatisfaction with Powell after the Federal Reserve's decision to keep the Faiz Oranı unchanged in January. However, his attitude has softened recently, and Trump praised the decision to maintain the Faiz Oranı unchanged as the 'correct decision' on the 2nd. US Treasury Secretary Scott Bessent also said last week that he 'believes Powell will do the right thing and will not be criticized'. Some Democratic lawmakers may question Powell about Trump's threats of tariffs on Canada and Mexico, and the potential impact of tariffs on economic growth and inflation. Powell has always been conservative in commenting on Trump's policies, but under questioning from lawmakers, he may provide a more definitive stance. French Hill said that he is closely following the Federal Reserve's upcoming 2020 para politikası framework review, and stated that 'the Federal Reserve's assessment of the inflation target, as well as its inflation analysis and planning, are the focus of Washington decision-makers'. It is expected that Powell will be cautious about cutting rates. Credit Suisse analyst Ipek Ozkardeskaya stated in a report that although there is increasing pressure from Trump to cut rates, Powell is expected to be cautious about cutting rates. The US economy continues to grow steadily, the job market is healthy, and inflation remains stable. Trump's stimulus policies and tariff threats may exacerbate inflation, and Powell's cautious stance on cutting rates may boost the US dollar.