Federal Open Market Committee January meeting minutes are due for release on Wednesday 2018 February 2019 at 1900GMT
Macquarie on what they are watching (in summary):
- January meeting codified flexibility, "wait and see" approach
- Minutes to be read for additional insight on what conditions FOMC would like to see before making the next policy change
- Particular attention may be focused on balance sheet normalization - Powell's presser indicated the normalization path is flexible, & suggested there was a willingness to use the balance sheet as a tool if economic conditions warranted
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FWIW my tip is to watch CPI developments and for a bounce back in economic indicators (not they need to bounce too much to confirm underlying US economic strength).
