Core Viewpoint - The Federal Reserve is expected to announce a 25 basis point interest rate cut during its meeting on October 30, 2023, due to a slowing U.S. labor market and moderate inflation impact from tariffs [1] Group 1: Interest Rate Decision - The Federal Reserve's decision is anticipated to be influenced by the recent slowdown in the U.S. employment market [1] - A 25 basis point rate cut is likely as the Fed has communicated effectively with the market regarding its potential actions [1] Group 2: Balance Sheet Management - Recent indicators suggest that the Federal Reserve may have reached a threshold to stop balance sheet reduction [1] - There is a possibility that Fed Chair Jerome Powell may announce the cessation of balance sheet reduction during the October FOMC meeting [1]
华泰证券:美联储10月大概率降息25个基点 不排除宣布停止缩表