This Month
Powell says no need to rush rate cuts
Federal Reserve chairman Jerome Powell said the strong US economy has given central bankers room to lower interest rates at a careful pace.
- Chrisopher Rugaber
Fed still on track to cut rates in December: CPI view
The three-month annualised rate of consumer prices increased by almost 0.5 percentage point to 3.6pc in October. Economists say the pace won’t derail another rate cut.
- Timothy Moore
- Opinion
- Interest rates
Powell doesn’t fear Trump, and yet can’t contain him
If the president-elect’s policy initiatives prove modest, the Federal Reserve’s delay in responding won’t matter too much.
- Bill Dudley
- Opinion
- US Votes 2024
Markets celebrate a Trumpian revolution
While investors are rejoicing at the prospect of a business-friendly Trump administration, it will also amplify long-term inflation and asset pricing risks.
- Christopher Joye
ASX jumps; ANZ profits slip; Powell says Trump can’t fire him
Read everything that’s happened in the news so far today.
- Analysis
- US Votes 2024
Powell signals power struggle with Trump on Fed independence
The Federal Reserve chairman says he will not stand down if asked to do so by Donald Trump, who had appointed him to the role during his first presidency.
- Updated
- Catarina Saraiva
- Opinion
- Chanticleer
Trump who? Why the Fed cut rates, ignored politics and boosted bulls
The Federal Reserve has juiced a robust US economy and surging sharemarket with another reduction, despite the president-elect’s inflationary policy platform.
- James Thomson
September
- Analysis
- Monetary policy
Did central banks get the inflation crisis right?
Rate-cutting cycles in recent decades – such as in the early 2000s, or during the financial crisis of 2007 – have tended to be associated with steep economic downturns.
- Sam Fleming, Colby Smith and Olaf Storbeck
Has the Fed overreacted to the US economy?
The Fed’s decision meets the theoretical economic rules but there is an intuitive question about whether such a large cut was needed right now given the state of the economy.
- Matthew Cranston
- Opinion
- Chanticleer
Why no one should be celebrating the Fed’s super-sized rate cut
Having pushed shares to record levels, investors must now ask what an emergency move from the Federal Reserve says about where global markets are heading.
- Updated
- James Thomson
Employment jumps; Traders temper RBA bets; Don’t celebrate Fed
Read everything that’s happened in the news so far today.
- Opinion
- Interest rates
Powell’s jumbo rate cut is a big insurance policy
This super-sized rate reduction is the Federal Reserve chairman’s bid to cement his legacy as he tries to nail a soft economic landing.
- Matthew Cranston
‘Slam dunk’: Fed cuts rates by half of a percentage point
The US Federal Reserve chose a larger interest rate reduction to kick off what is expected to be a steady easing of monetary policy.
- Updated
- Matthew Cranston
ASX touches record; Regal’s Platinum play; Trump blames Harris
Read everything that’s happened in the news so far today.
- Analysis
- Monetary policy
Powell could enter the US Fed hall of fame if he doesn’t ‘screw up’
The central bank chairman is set to begin lowering interest rates this week, but will he successfully pull off the elusive soft landing?
- Colby Smith
Fed on track for quarter-point cut: Wall Street
Economists mostly took the August jobs data and initial policymaker responses in stride, downplaying the probability of a half-point cut this month.
- Timothy Moore
New York Fed president says time for rate cuts has arrived
A more evenly balanced economy has opened the door for a pivot, though John Williams said he has no personal view on the pace of reductions.
- Lucia Mutikani
- Opinion
- Monetary policy
The Fed needs to avoid becoming passive-aggressive
Adjusting policy in a timely manner to sustain economic expansions is difficult. Given the lags in policy transmission, the time to reset the funds rate has arrived.
- Andrew Law
August
- Analysis
- Monetary policy
Jackson Hole bankers pivot to cuts as soft landing comes into view
Global rate-setters have left the Wyoming symposium cautiously optimistic, but acutely aware of the risks of either cutting rates too soon or leaving it too late.
- Colby Smith
Jackson Hole gathering reveals fresh concern for central bankers
Officials from three of the world’s major central banks have signalled they are on course to lower interest rates emerging weakness in labour markets and growth become the chief threat for policymakers.
- Steve Matthews, Mark Schroers and Jonnelle Marte