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2025-09-18 05:57:00
[Summary of institutions' comments on the Fed's rate cut] KPMG believes that the Fed's continuation of current policies into next year may lead to excessive stimulus; Mitsubishi UFJ pointed out that the Fed's decision this time was the most dovish statement it could make, and added another rate cut this year to its dot plot expectations, but it felt that the Fed did not enter the rate cut sprint mode, but simply restarted the rate cut process because it admitted that the job market was not as good as expected; "New Bond King" Gundlach said that the Fed's 25 basis point rate cut was the right move, and the biggest opportunity worthy of attention was the downward trend of the US dollar; some institutions said that the Fed expects the economy to continue to softly land, which is very beneficial to the credit market; Fitch said that the Federal Reserve is now fully supporting the labor market and has clearly released that it will enter a decisive and aggressive rate cut cycle in 2025. The message is clear, that is, growth and employment are the top priorities, even if it means tolerating higher inflation in the short term.
