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Daily Newsletter 3/19/25

Daily Newsletter 3/19/25

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MacroXX
Mar 19, 2025
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Daily Newsletter 3/19/25
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Good morning.

FOMC Meeting

The Federal Open Market Committee (FOMC) meeting is currently underway, scheduled for Tuesday, March 18, and Wednesday, March 19, 2025. The meeting will conclude with a policy statement released at 2:00 PM ET on March 19, followed by a press conference led by Federal Reserve Chair Jerome Powell at 2:30 PM ET.

the main topics expected to be discussed include:

  1. Interest Rate Decision: The Fed is widely expected to keep the federal funds rate unchanged at the current range of 4.25% to 4.50%.

  2. Economic Projections: The committee will release updated economic forecasts, including the "dot plot" showing individual members' expectations for future interest rates.

  3. Inflation Outlook: The Fed may revise its inflation projections for 2025, potentially raising them from the previous 2.5% for both core and headline inflation.

  4. GDP Growth: Economists anticipate a possible downgrade in GDP growth forecasts, with Goldman Sachs expecting a revision to 1.8% for 2025.

  5. Labor Market Conditions: The committee will assess the resilience of the labor market and its impact on monetary policy decisions.

  6. Quantitative Tightening: There may be discussions about potentially pausing or slowing the balance sheet runoff, especially in light of debt-ceiling issues.

  7. Global Economic Risks: Discussions may include the potential impact of ongoing trade tensions and global economic uncertainties.

  8. Future Rate Cut Timeline: While no immediate cuts are expected, the committee may signal its thoughts on potential rate cuts later in 2025..

  9. Impact of Recent Economic Policies: The committee will likely assess the effects of recent government policies, including trade conflicts and federal workforce changes.

Chair Jerome Powell's press conference following the meeting will provide further insights into these topics and the Fed's overall economic outlook.

TSLA

Tesla's stock (TSLA) is indeed showing signs of recovery in premarket trading today, March 19, 2025, after experiencing significant losses in recent months:

  1. Current Situation: Tesla shares are up 3.79% in premarket trading, with the stock price at $233.86.

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