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The latest Federal Reserve meeting minutes bring good news—officials are generally optimistic about the economy accelerating in 2026, with mid-term economic activity expected to return to potential growth levels. Fiscal policy optimization, regulatory adjustments, and a favorable environment in financial markets are all seen as important supports for growth.
However, the market should be aware that there is still considerable uncertainty regarding forecasts of actual GDP growth. The attending officials mentioned that structural factors such as technological innovation and productivity improvements could both drive economic growth and put pressure on employment. In other words, the quality and form of growth still need to be observed—this offers many insights into understanding future policy directions and asset allocation.