CoinVoice has learned that, according to Jin Shi Data, as Trump wins the U.S. election, the market is closely watching his potential impact on tonight's Federal Reserve interest rate decision. Analysts from multiple financial institutions have expressed their views on this matter:
1. Jefferies: Powell may not explicitly discuss the issue of increased spending after Trump's victory, but he knows deep down the driving effect it has on the economy. 2. Bank of America: The Federal Reserve may currently overlook the impact of tariffs on inflation, viewing it as a short-term price fluctuation, and focus on the consequences of negative growth. 3. Standard Chartered: Before the Federal Reserve digests the impact of the election, it does not want to surprise the market, but the probability of holding steady has increased. 4. Pantheon Macroeconomics: Although the Federal Reserve will still cut rates today, the upcoming Trump administration may weaken the Fed's rate-cutting space. 5. JPMorgan: With the election settled before the Federal Reserve meeting, rate cuts still hold up, and a cautious approach to forward guidance is needed. 6. DBS Bank: The real federal funds rate has risen to 2.6%, so regardless of the U.S. election results, the Federal Reserve has room for rate cuts this week. 7. Nordea Bank: The impact of Trump's policies on inflation will take some time to materialize, and it will take time for the Fed to eliminate its dovish tendencies. 8. Nordea Bank of Finland: The Federal Reserve will not incorporate Trump's victory into its recent decisions until there is a clear understanding of the new policies and their impacts. 9. Amerivet Securities: Trump's victory will not change the prospect of a 25 basis point rate cut by the Federal Reserve tonight, but the central bank needs to remain vigilant in the future. 10. French Foreign Trade Bank: Trump's tax policies may lead to rising inflation pressure and an expanding fiscal deficit, potentially weakening the Fed's dovish stance. [Original link]