0857 ET - Subtle but significant changes to the Fed's policy statement could be on the way after the conclusion of the April meeting next week, Derek Tang of Monetary Policy Analytics suggests. With many estimates of breakeven job creation close to zero, Tang thinks the Fed may choose to deemphasize payrolls by removing any reference to the rate of job gains and focusing on unemployment instead. More importantly, Tang thinks that the Fed may hint it is less certain that its next move will be another rate cut. He thinks the previous statement's reference to "additional adjustments" to the fed funds rate may change to "any adjustment" to the rate, signaling that the next rate move may not be in the same direction as December's cut. (matt.grossman@wsj.com; @mattgrossman)
(END) Dow Jones Newswires
April 22, 2026 08:57 ET (12:57 GMT)
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