The Federal Reserve's September meeting minutes are expected to show widening disagreements among officials regarding the rate path.

智通财经2026/10/07 10:36

Show original

The Federal Reserve will release the minutes of its September monetary policy meeting at 2 a.m. on Thursday. According to analyses by foreign media, the minutes are expected to show a wider divergence among officials regarding the future path of interest rates, which could influence the Fed's next policy moves. While the market currently widely anticipates that the Fed will keep rates unchanged in October, the September meeting minutes could reveal the extent of disagreements among Fed officials: some believe that inflation remains strong and persistent, requiring continued policy tightening—for example, Dallas Fed President Logan thinks that at least two more 25-basis-point hikes are needed to control inflation; on the other hand, some officials prefer to remain patient and wait for new data to justify further hikes, such as New York Fed President Williams, who believes there is "no need to rush" when deciding on another rate hike, a view echoed by Fed Vice Chair Jefferson.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

The Federal Reserve will release the minutes of its September monetary policy meeting at 2:00 a.m. on Thursday. According to analysis by foreign media, the minutes are expected to show that officials are more widely divided over the future path of interest rates, which may influence the Fed's next policy actions. Although the market generally expects the Fed to keep rates unchanged in October, the September minutes may help reveal the depth of disagreement among Fed officials: Some believe that inflation remains strong and persistent and that continued tightening is needed—for example, Dallas Fed President Logan argues that to control inflation, at least two additional 25-basis-point rate hikes are required; others prefer patience and want to wait for new data to prove further hikes are necessary, such as New York Fed President Williams, who believes there is “no need to rush” when deciding when to raise rates again, a view echoed by Fed Vice Chair Jefferson.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

(1) El Niño continues to strengthen, with the latest August Oceanic Niño Index reaching 2.2°C, firmly placing it in the "very strong" category. (2) In comparison, during the 2015-2016 super El Niño event, this index was around 1.7°C in August and subsequently peaked at 2.6°C in December. (3) If this seasonal pattern persists, the coming months could point to an unusually strong or even potentially record-breaking El Niño. (4) The impact on commodities is already evident on both supply and demand sides. (5) Weather-related supply risks are supporting agricultural markets such as sugar, cocoa, and coffee, while the possibility of a milder winter in the Northern Hemisphere could suppress heating demand and dampen natural gas consumption. (6) The more persistent and stronger the current El Niño becomes, the greater the risk that weather will become a more significant driver of commodity prices by 2027.

智通财经•2026/10/07 11:36

The Iranian Revolutionary Guard says it will soon block the illegal routes in the Strait of Hormuz.

Energy and commodities analyst Blas: The Iranian Revolutionary Guard stated it will "soon" block the "illegal" passage of the Strait of Hormuz. In fact, this is the first time the Iranian Revolutionary Guard has publicly admitted that the waterway is no longer closed.

智通财经•2026/10/07 11:26