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Nomura expects the FOMC minutes from December to focus on divisions throughout the Committee on the speed lower choice and 2025 coverage outlook, alongside detailed discussions on fiscal coverage impacts, impartial fee assumptions, and inflation dangers.
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Conclusion:
Nomura anticipates the December FOMC minutes will underscore inner divisions, fiscal coverage concerns, and evolving views on inflation and impartial coverage stance, providing priceless insights into the Fed’s deliberations and 2025 outlook.
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