Powell turns dovish, paving way for October rate cut: JPMorgan

Published 14/10/2025, 22:24
© Reuters

Investing.com-- The Federal Reserve is likely to deliver its second interest rate cut of the year, when it meets later this month, JPMorgan said in a note, after Fed chairman Jerome Powell flagged a softer job market and the economic risks of the Fed moving too slowly to ease monetary policy. 

In a speech at an economics conference in Philadelphia on Tuesday, Powell said the labor market had "demonstrated pretty significant downside risks." “Both the supply and demand for labor has declined quite sharply.”

The chairman also hinted at loosening monetary policy by ending its quantitative tightening, or bond reduction program, amid early signs of tightening in money markets.

Since 2022, the Fed has been trimming the amount of assets it holds on its balance sheet by allowing maturing assets to roll off its balance sheet. QT has seen the Fed’s balance sheet shrink from nearly $9 trillion at the height of pandemic to the current figure of about $6.59 trillion. 

The Fed has said it plans to stop balance sheet runoff when reserves "are somewhat above the level consistent with ample reserves conditions," Powell said, adding that this point is approaching.

"We may approach that point in coming months and we are closely monitoring a wide range of indicators to inform this decision," Powell added.

Powell’s latest comments “solidified expectations for further rate cuts, starting at its next meeting Oct. 28-29," JPMorgan said in Tuesday note.

“While there was little doubt the Fed was angled to cut rates at its next meeting, today’s remarks were strong confirmation of that expectation,” it added.

A rate cut at Oct. 28-29 meeting is now all but priced in, according to Investing.com’s Fed Rate Monitor Tool.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.