Topic：Interest rate decisions

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

Macquarie strategist Berry: Fed rate hikes less likely over the next six months than markets think

Gareth Berry, Macquarie’s foreign exchange and rates strategist, says the Federal Reserve’s decision to hold rates at 3.75% to 4%, with only two officials advocating a hike rather than the three expected by the market, together with plans to reduce the number of rate-setting meetings starting in 2027, makes further hikes over the next six months less likely than the market had previously assumed.

CNA (ChannelNewsAsia) · 2026.10.30 02:19

Morgan Stanley’s Gapen: The Fed held steady, but the chair offered no convincing explanation

Michael Gapen, Morgan Stanley’s chief US economist, said what surprised him most was that the chair offered no convincing explanation for why the committee held steady this month. The real policy-based answer is that inflation is driven largely by supply-side forces, raising rates cannot produce more oil, and monetary policy can only prevent energy prices from passing through to other goods.

Prof G Markets (Scott Galloway & Ed Elson) · 2026.10.30 02:19

Fed Chair Warsh: Rates held steady, inflation remains high, and only seven rate decisions a year starting in 2027

Federal Reserve Chair Kevin Warsh said at his post-meeting press conference that the committee held interest rates steady at 3.75% to 4%. The economy is expanding strongly, but inflation remains high. The committee “will achieve price stability,” he said, and announced a change to the meeting schedule starting in 2027.

CNBC Television · 2026.10.30 02:22