The Federal Reserve's balance sheet increased by $9,555,000,000 in one week!



▪️Market expectations (Federal Reserve rate):
- PAUSE until December 2027.

▪️Gulfsby, Federal Reserve Chair:
- It would be a mistake to think that rate cuts are the only scenario.
- A stagflation shock remains one of the most challenging scenarios for the Fed.

▪️Collins, Federal Reserve Chair:
- I expect the rate to stay at the current level for a long time.
- Supported the decision to keep rates unchanged.
- In an alternative scenario, the Fed may be forced to consider raising rates.

▪️Hammack, Federal Reserve Chair:
- The baseline scenario is that the rate will remain unchanged for a long time.

▪️Williams, Federal Reserve Chair:
- I expect GDP growth of 2-2.25% in 2026, with unemployment at 4.25-4.5%.
- Inflation may be around 3% this year, returning to 2% in 2027.
- In the long term, the rate is likely to decrease.
- At the same time, there are currently no grounds for either sharp easing or rate hikes.

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