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Fed Holds Interest Rates Steady and Plans Slower Increases | Fed Holds Interest Rates Steady and Plans Slower Increases |
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WASHINGTON — The Federal Reserve did not raise its benchmark interest rate on Wednesday, and the central bank said it expected to raise rates more slowly in coming years, an acknowledgment that economic growth had again disappointed its expectations. | |
The Fed is struggling to adapt its plans to the reality of an economy that refuses to boom. Seven years after the official end of the Great Recession, the economic news remains mediocre. The Fed, in a statement released after a two-day meeting of its policy committee, noted what had become a typical mix of good news and bad. | |
Economic growth has picked up while job growth has declined, the Fed said. Consumers are spending more; companies are making fewer investments. Britain’s looming referendum this month on whether to leave the European Union has added still more uncertainty. | |
“Recent economic indicators have been mixed, suggesting that our cautious approach to adjusting monetary policy remains appropriate,” the Fed chairwoman, Janet L. Yellen, said at a news conference after the statement’s release. | |
In this environment of tepid growth and weak inflation, Fed officials once again dialed back their expectations for future rate increases. The Fed entered the year predicting four rate increases this year. On Wednesday, the Fed released new projections that showed 15 of the 17 policy makers expected no more than two hikes this year, and six of those officials expected just a single rate hike. | |
The median prediction is now that the Fed’s benchmark rate will rise to just 2.4 percent by the end of 2018, down sharply from the March median of 3 percent. | |
The decision to wait was unanimous. Even Esther L. George, president of the Federal Reserve Bank of Kansas City, did not want to raise rates. She voted for a hike at the Fed’s last few meetings, but this time she agreed the moment was not ripe. | |
“The labor market appears to have slowed down, and we need to assure ourselves that the underlying momentum in the economy has not diminished,” Ms. Yellen said. | |
The Fed’s next meetings are in July and September. Investors already are heavily discounting the chances of a rate increase in July, and September’s chances also have fallen sharply. Those chances, derived from asset prices, stood at just 12 percent and 28 percent on Tuesday, according to the Chicago Mercantile Exchange. | |
The Fed’s post-meeting statement said the domestic economy was feeling less drag from the weakness of the global economy, noting that exports had strengthened. But Ms. Yellen said that the Fed continued to worry about a relapse. She said one factor in the Fed’s decision to leave rates unchanged was concern about the potential impact of Britain’s referendum on its continued membership in the European Union. A breakup could be economically disruptive, she said. | |
Fed officials increasingly think the economy has exited its post-crisis period, according to economic projections the central bank published on Wednesday. The recovery, in other words, may be incomplete, but it is also over. | |
Most officials predicted stable economic growth around 2 percent over the next few years, and they foresaw little if any additional decline in the unemployment rate, which fell to 4.7 percent in May. They expected inflation to reach the Fed’s desired 2 percent annual rate in 2018. | |
The Fed, which entered the year planning to raise rates four times, has scaled back those plans as economic growth has disappointed expectations. The Fed’s benchmark rate remains in a range between 0.25 percent and 0.5 percent. | The Fed, which entered the year planning to raise rates four times, has scaled back those plans as economic growth has disappointed expectations. The Fed’s benchmark rate remains in a range between 0.25 percent and 0.5 percent. |
The 4.7 percent unemployment rate is the lowest level since 2007, and Fed officials have pointed to signs that wages are starting to rise more quickly. But the Fed has hesitated to move. Officials see little reason for urgency, because inflation continues to rise more slowly than the Fed’s 2 percent annual target. | |
Officials also see significant risks in moving too quickly. Because interest rates are already low, the Fed has little room to ease conditions if growth falters. Officials say it would be easier to respond to faster inflation than to an economic downturn. | |
Consumer spending has driven domestic economic growth even as other nations have spent less on American goods. Ms. Yellen said she expected the trend to continue as job growth and rising wages put more money into the pockets of consumers. | |
But Fed officials were surprised by the slow pace of job growth in May, when the economy was estimated to have added just 38,000 jobs. A Fed index that summarizes labor market conditions has fallen to the lowest level in seven years. | But Fed officials were surprised by the slow pace of job growth in May, when the economy was estimated to have added just 38,000 jobs. A Fed index that summarizes labor market conditions has fallen to the lowest level in seven years. |
Officials also have expressed increased concern about inflation expectations, which play a significant role in determining future inflation. (Workers, for example, may seek larger raises if they expect prices to rise more quickly.) The University of Michigan’s consumer survey reported last week that consumers expected 2.3 percent annual inflation in five years, the lowest level in the survey’s history. | |
Some economists see evidence that the Fed itself is playing a role in the slowdown. The Fed raised rates in December for the first time since the financial crisis, and officials have made clear that they would like to keep raising rates. | |
Ms. Yellen said she disagreed with those critics. “I really don’t think that a single rate increase in December has had much significance for the outlook,” she said. |