Fed Holds Rates Steady as Three Dissents Lift Hike Risk

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The Federal Reserve held rates steady at its April meeting, while three dissenting votes signaled a looser consensus inside the FOMC. Markets shifted from pricing rate cuts to pricing about 10 basis points of hikes, the most hawkish level since June 2025. The Iran situation pushed Brent crude to $120 a barrel and accounted for about 7 basis points of that day’s 10 basis point rise in the 2-year Treasury yield. Powell said policy guidance adjustments could arrive as early as the next meeting if oil stabilizes and tariff issues improve.

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