Mengencangkan ekspektasi + risiko geopolitik, mode Risk off diaktifkan

Minutes of the Federal Reserve meeting stated that rising fuel prices keep inflation high; if inflation remains above 2%, further tightening may be necessary. Most participants lean towards removing the dovish hint of rate cuts after the meeting. The Middle East conflict has driven up energy prices, which is the main reason for recent inflation increases; rising fuel prices also affect transportation and airfares, supply chain disruptions have increased the prices of fertilizers and some non-energy goods. Most officials believe it will take longer to return to the 2% target; if the conflict persists, long-term high oil and commodity prices may solidify broader price pressures.