Analisis: Pergeseran kebijakan moneter ke arah yang lebih agresif dari Federal Reserve sangat berbahaya bagi ekonomi

Data Golden December 23, last week, the tone of the Federal Reserve became more hawkish. It is expected that the inflation rate in 2025 will be higher than the previous estimate, and the expected number of rate cuts next year has been reduced. Renaissance Macro analyst Neil Datta wrote that in an apparently slowing economic environment, the Federal Reserve may find itself in an unfavorable position and then return to a more dovish stance. He suspects that expectations for Trump administration policies - Powell admitted that some Fed officials have now taken them into account - will lead to changes in next year's forecasts, and the Fed "seems to be taking preventive measures against potential tariff shocks" by slowing down the pace of rate cuts. Datta wrote: "Given that the potential momentum of the economy seems to have weakened, this (approach) is very dangerous.".