Analysis: The Fed's Rate Cut Timing Remains a "Black Box," While Energy Shocks May Erode Room for Easing

Odaily reported that recent inflation and employment data have shown moderate performance, and the Federal Reserve currently has no urgency to cut interest rates. Analysts believe the timing of the Fed's rate cut remains a "black box." Meanwhile, the US-Iran conflict has pushed up energy prices, increasing the risk of a short-term inflation rebound and reinforcing uncertainty in the future inflation trajectory, further complicating the Fed's decision-making process. Keeping interest rates unchanged has become a foregone conclusion, and the market focus has shifted to the scope and timing of rate cuts. However, energy disruptions have introduced new variables to the economic outlook, and internal disagreements within the Fed may affect the path of monetary easing this year. (Golden Ten Data)