# U.S.-China tariff delay gives Fed fresh reason to sit tight on rates

> Rate-futures traders pushed their expected first Fed cut to September after a US-China tariff delay, with only a half-point of cuts now priced by year-end. US bond yields rose and equity futures pointed higher.

- Date: 2025-05-12 · published 2025-05-12T12:00:00.000Z
- Category: macro · region US · magnitude low
- Page: https://feedsoft.ai/events/24578-u-s-china-tariff-delay-gives-fed-fresh-reason-to-sit-tight-on-rates
- Commodities: [US Dollar (Broad)](https://feedsoft.ai/c/DXY.md)

## Why it matters

Later rate cuts support the dollar and tighten financial conditions, weighing on commodity prices broadly.

## Read by commodity

- DXY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DXY | 2026-06-24 | [U.S. dollar rises to 13-month high on Fed rate hike views](https://feedsoft.ai/events/11992-u-s-dollar-rises-to-13-month-high-on-fed-rate-hike-views.md) | -0.1% | -0.4% |
| DXY | 2025-05-27 | [Fed's Kashkari calls for steady rates, awaits clarity on tariff impact \| Reuters](https://feedsoft.ai/events/24577-fed-s-kashkari-calls-for-steady-rates-awaits-clarity-on-tariff-impact-reuters.md) | -0.2% | -0.8% |
| DXY | 2023-02-01 | [Fed's Powell says could raise rates beyond December, gives nod to disinflation](https://feedsoft.ai/events/37232-fed-s-powell-says-could-raise-rates-beyond-december-gives-nod-to-disinflation.md) | +1.1% | +1.4% |
| DXY | 2022-08-29 | [China's Yuan Drops Below Key 6.9 USD Mark on Fed Rate Stance](https://feedsoft.ai/events/40260-china-s-yuan-drops-below-key-6-9-usd-mark-on-fed-rate-stance.md) | +0.6% | +4.4% |
| DXY | 2025-07-31 | [Fed's reticence on rate cuts forces market to rethink outlook](https://feedsoft.ai/events/23662-fed-s-reticence-on-rate-cuts-forces-market-to-rethink-outlook.md) | -0.7% | -0.6% |

## Sources

- reuters.com: https://www.reuters.com/world/china/markets-pare-bets-fed-rate-cuts-following-us-china-tariff-delay-2025-05-12/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.