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The Federal Reserve on Tuesday left monetary policy on hold but said financial market turbulence posed threats to economic growth, leaving the door open to further easing next year. The Fed characterised the US economy as expanding moderately despite an apparent slowing in global growth, though it added that unemployment remains elevated and housing activity depressed.

"Strains in global financial markets continue to pose significant downside risks to the economic outlook," the central bank said in its post meeting statement. Offering no new guidance on its evolving communications policy, the Fed repeated that it expects inflation to settle at levels at or below those consistent with its price stability mandate.

For a second time running, Chicago Fed President Charles Evans dissented against the decision, saying he favoured additional easing now. The US central bank has held overnight interest rates near zero since December 2008 and has bought $2.3 trillion in government and mortgage-related bonds in a further attempt to stimulate a robust recovery.

Fed officials are divided among those who think high unemployment and sluggish growth demand more action and those who view the central bank's already-aggressive efforts as bordering dangerously on an invitation to inflation. Some influential policymakers, including Vice Chair Janet Yellen, have suggested they would be inclined to take additional steps if growth fails to pick up.

Recent data about the US economy do point to some improvement. The jobless rate tumbled 0.4 percentage point to 8.6 percent in November, factory activity has quickened and businesses are restocking depleted shelves. Consumer spending also appears reasonably solid, although a softer-than-expected report on November retail sales on Tuesday offered a hint that it could be flagging.

Many observers believe the Fed will step in to take steps to stimulate growth in 2012, first through communications measures that drive home their expectation that interest rates will not rise for along time, and then through more bond buying.

Copyright Reuters, 2011


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