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Fed Remains On Hold (As Expected) Amid 'Uncertain Implications' Of War With Iran
Fed Remains On Hold (As Expected) Amid 'Uncertain Implications' Of War With Iran
Tl;dr: Rates on hold as expected with a hawkish tilt to 'uncertainty' around the Iran war clouding the outlook. The Dot-Plot showed no real change (7 on hold, 12 at least 1 cut in 2026) but inflation expectations surged in the SEP.
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A lot - and we mean a lot - has happened since the last FOMC meeting (Jan 28th).
Oil is up 54% since the last FOMC meeting, bitcoin has tumbled. Gold and stocks are also...
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