Whalesbook
Toh bhaiyon aur behno, US Fed ne apne April 29, 2026, FOMC meeting mein interest rates ko 3.50%-3.75% par hi rok diya hai. Ye decision isliye liya gaya hai kyunki inflation abhi bhi control mein nahi aa raha, khaas karke energy prices badh rahi hain due to global tensions. Aur haan, Fed Chair Jerome Powell ka tenure bhi khatam hone wala hai, toh market mein transition ki bhi badi charcha hai.
Samajh lo, Fed ek mushkil situation mein hai. Ek taraf inflation ko control karna hai, jiska ek bada reason hai energy prices ka badhna. Brent crude oil $114.36 tak pahunch gaya hai, aur energy prices mein 12.5% ka saal-dar-saal increase dikh raha hai. Dow Jones thoda upar gaya tha 0.04%, S&P 500 0.1% neeche, aur Nasdaq 0.23% fisla. Gold futures $4,580.80 par gire. Yeh sab dikhata hai ki policymakers ko balancing act karna pad raha hai.
Ab sabse badi khabar yeh hai ki Fed Chair Jerome Powell ka term May 15, 2026 ko khatam ho raha hai. Aur Senate Banking Committee mein Kevin Warsh ka naam Fed Chair ke liye approve ho gaya hai, matlab ab full Senate mein vote hoga. Agar Warsh aa gaye, toh policy mein changes ho sakte hain, aur President Trump ka influence bhi badh sakta hai Fed par.
Sirf America hi nahi, Europe (ECB), UK (BoE) aur Japan (BoJ) ke central banks ne bhi filhaal rates hold kiye hain. Sabhi log inflation aur global uncertainty ko lekar cautious hain. Iska matlab hai ki 2026 mein shayad rate cuts expected se kam honge ya postpone ho sakte hain.
Kuch analysts ko lagta hai ki President Trump ke neeche rates karne ke pressure se Fed ki independence ko risk hai. Aur agar inflation supply chain issues ya global events se aa rahi hai, toh sirf interest rate badha kar control karna mushkil ho sakta hai. Isliye, aage chal kar 'stagflation' ka risk bhi ho sakta hai, jahan growth slow ho aur inflation high rahe. Fed ka statement bhi cautious hi rahega, aur future steps data par depend karenge. Koi jaldi mein rate cuts ka expectation nahi hai.