링크: https://www.wellsfargoadvisors.com/research-analysis/reports/fed-rate.htm
- Federal Open Market Committee (FOMC) left the federal funds rate unchanged at 4.25% – 4.50%
- The Committee stated that inflation remains elevated and they removed the statement that inflation has made progress toward the Committee’s 2 percent objective
- FED continues reducing its holdings of U.S. Treasury securities and agency mortgage-backed securities, under the updated monthly cap of $25 billion and $35 billion, respectively.
- Powell acknowledged — or reminded — that we don't know what goods will be tariffed, for how long, which countries will be targeted, and what retaliation will follow. We also don't know for sure where those potential price increases will show up after all the transactions along the way between the manufacturer and the consumer. There are so many variables, Powell said.
- There will be no FOMC meeting held in February. The next upcoming FOMC at Mar. will use the data from Feb. PCE, CPI and CPI from Mar.
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USD/KRW exchange rate: 1,450.62원
USD/JPY exchange rate: 154.75엔
USD/CNY exchange rate: 7.1863위안
CNY/KRW exchange rate: 201.86원
DXY: 108.31
US Treasury 30Y yield: 4.774%
US Treasury 10Y yield: 4.530%
US Treasury 2Y yield: 4.207%
KTB 30Y yield: 2.741%
KTB 10Y yield: 2.846%
KTB 2Y yield: 2.641%
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