SEB: Pay attention to the discussion on the pace of future rate cuts and influencing factors in the Fed meeting minutes

Odaily Planet Daily Report: Sweden's SEB (Skandinaviska Enskilda Banken) said that the minutes of the US Federal Reserve's September meeting will be released in the early hours of Thursday, Beijing time. In addition to the interest rate cut at the September meeting, we also obtained new economic forecasts, which indicate that the US economy will have a soft landing in 2026, with economic growth around 2% and inflation close to the target level. The interest rate forecast shows that there will be two 25-basis-point rate cuts by the end of this year, and a 100-basis-point rate cut by 2025. In the meeting minutes, the discussion on the pace of future rate cuts and the factors that may lead to faster rate cuts will be very interesting. Given that the rate cut cycle has already begun, the discussion on long-term interest rates, as well as the expected timing and level of the bottom, will also become more interesting. (Gold Ten)