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Fed might raise policy rates to 6% - BofA

Published 02/28/2023, 07:14 AM
Updated 02/28/2023, 07:15 AM
© Reuters. FILE PHOTO: Federal Reserve Board building on Constitution Avenue is pictured in Washington, U.S., on March 19, 2019. REUTERS/Leah Millis

(Reuters) - The U.S. Federal Reserve may hike interest rates to nearly 6%, BofA Global Research said, as strong U.S. consumer demand and a tight labor market would force the central bank to battle inflation for longer.

The number is higher than a peak of 5.4% by September that traders are currently pricing in.

"Aggregate demand needs to weaken significantly for inflation to return to the Fed's target. Further supply-chain normalization and a slowdown in the labor market will help, but only to a degree," said BofA in a noted dated Feb. 27.

"Moreover, these processes are taking longer than we and markets were expecting," it added.

© Reuters. FILE PHOTO: Federal Reserve Board building on Constitution Avenue is pictured in Washington, U.S., on March 19, 2019. REUTERS/Leah Millis

BofA's hawkish stance comes after it recently added expectation for another quarter basis-point hike in June following similar moves in March and May, for a peak rate expectation of 5.25%-5.5%.

The brokerage expects the U.S. economy to tip into recession by the third quarter of 2023.

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