Central Bank Watch: Staying the Course
Gradual Policy Adjustments in North America
The Federal Reserve reduced interest rates in December, though internal disagreements highlighted a more cautious approach to further rate cuts as policy approaches a neutral stance. While the Fed anticipates only one additional reduction in 2026, we foresee an extended period of unchanged rates, likely lasting at least until Fed Chair Powell’s term concludes in May—unless a significant downturn in the labor market prompts precautionary action. In Canada, we believe the Bank of Canada has likely reached its peak rate for this cycle. However, the future direction of monetary policy may be influenced by developments surrounding the US-Mexico-Canada trade agreement. Market participants currently anticipate a potential rate increase from the BoC by the fourth quarter. Meanwhile, central banks in Europe...
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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