According to The Wall Street Journal, Kevin Warsh, the new Federal Reserve Chair appointed by Trump, will be sworn in on Friday, but against the backdrop of rising oil prices due to the Iran war, inflation rebounding, and the AI boom stimulating demand, the market is beginning to bet that the Fed's next move may not be rate cuts but rate hikes. Some economists believe that if inflation continues to heat up, the Fed may need to raise interest rates by about 100 basis points to reverse the three rate cuts in the second half of 2025.
また金利を3回引き下げたと思ったら、今度は100ベーシスポイントの利上げ？このジェットコースターに乗って、ちょっとめまいがしてきた。