Fed expected to cut rates in Sept, Oct, Dec, and Jan 2026.

This week all eyes are on Wednesday’s Fed decision. The Fed is expected to cut rates by 25 bps (or possibly even 50), but the real story isn’t the cut itself… it’s the Fed dots that show what could happen in the months ahead. If the dots confirm that this is the first of several cuts, markets will cheer. However, if the Fed signals a one-and-done, that’s a surprise negative and volatility could spike fast. Bottom line: It’s not just the cut that matters, but what it signifies about the next few months. #RateCut #Markets #InterestRates #Investing

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively. https://lnkd.in/gEbCJu-n

Our Global Insights weekly report on what lowering US rates could do to the markets. Great read to help you understand potential issues.

The first Fed cut of 2025 confirms the pivot markets anticipated, but the harder task lies ahead: reading inflation with AI-driven productivity shifts and depleted US excess savings. SARB’s hold, solid terms of trade and a positive rate differential keep the Rand supported, though one shock can still move the range quickly. Watch the TreasuryONE Weekly Market Review here: https://lnkd.in/dHX_CFjx #FedRateCut #TreasuryONE #RandSupport #LiquidityManagement

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively. https://lnkd.in/gcJ_7sBF

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively. https://lnkd.in/gQKKT5u9

According to CME FedWatch data for the September 17, 2025 meeting: > 96.2% of traders expect a 25 bps rate cut (to 4.00%–4.25%) > 3.8% see a chance of a 50 bps cut > 0% expect no change 💡 What stands out: >A month ago, markets still gave some weight to the Fed staying on hold. >Today, that probability has dropped to zero. >Confidence in a 25 bps move has steadily climbed (85% → 89% → 93% → now 96%). >The risk of a larger 50 bps cut has faded as recent data suggests the Fed will stay cautious. For investors, this means the Fed’s decision is largely priced in. The real question will be in the forward guidance—how many more cuts could follow in 2025? 👉 What do you think: Should the Fed stick to 25 bps, or move faster with 50 bps given global growth risks? 🔹🔹This is not financial advice🔹🔹Please conduct your own due diligence🔹🔹

📅 The Week Ahead: Week of September 15, 2025 (GMT+3) 🔍 Triple Central Bank Week: Fed, BoE, and BoJ Decisions Dominate Markets 📆 Tuesday, September 16 – 15:30 💡 US Retail Sales (Aug): July showed resilient spending. Strong August data could temper Fed easing bets, while weakness may fuel slowdown concerns. 📆 Wednesday, September 17 – 09:00 💡 UK CPI (Aug): Still above target. A strong print may delay BoE cuts, while a softer reading could support a policy pivot. 📆 Wednesday, September 17 – 12:00 💡 Eurozone CPI (Final, Aug): Markets watching for confirmation of sticky inflation. A higher revision may curb ECB easing hopes. 📆 Wednesday, September 17 – 16:45 💡 BoC Rate Decision: Policy likely unchanged, but tone matters—hawkish language could lift CAD, dovish guidance may weigh. 📆 Wednesday, September 17 – 21:00 / 21:30 💡 Federal Reserve Decision + Projections: A 25bp cut is expected. Markets will parse the dot plot and Powell’s words for signals of a deeper easing cycle. 📆 Thursday, September 18 – 14:00 💡 BoE Rate Decision (Sep): Likely on hold. Hawkish signals could support GBP, dovish hints may open door to cuts. 📆 Thursday, September 18 – 15:30 💡 US Jobless Claims & Philly Fed Index: Key barometers of labor and manufacturing health. Weakness may reinforce dovish Fed bets. 📆 Friday, September 19 – 06:00 💡 BoJ Rate Decision: Still an outlier on policy. Any hint of tightening could spark a yen rebound; dovishness risks further weakness. 📊 With three major central banks in play, this week could set the tone for Q4 markets. 👉 Read More: https://lnkd.in/gPt6sqMW

📉 𝗘𝗨𝗥/𝗨𝗦𝗗 𝗥𝗲𝘃𝗲𝗿𝘀𝗲𝘀 𝗔𝗳𝘁𝗲𝗿 𝗙𝗲𝗱 𝗖𝘂𝘁 & 𝗣𝗼𝘄𝗲𝗹𝗹’𝘀 𝗖𝗮𝘂𝘁𝗶𝗼𝗻 EUR/USD saw sharp swings this week. The pair briefly spiked to 1.1900 after the Fed cut rates for the first time in nine months — but reversed lower as Powell struck a more cautious tone. Sep 18: Opened at 1.1813, touched 1.1848, but closed at 1.1787. Sep 19 (so far): Trading subdued around 1.1755–1.1790, digesting Fed headlines. Powell’s Key Signals 🏦 Fed cut 25bps to 4.25%, citing risk management rather than imminent recession. 💼 Warned of rapid labor market weakening — NFP 3-month average down to just 29k. 🥵Inflation sticky above 2%, with tariffs adding pressure. ❓Future path unclear: Powell acknowledged divisions inside the Fed, avoiding strong signals of more cuts. 🔮 After this whipsaw, does EUR/USD stabilize above 1.1750, or is more downside coming if US data weakens further? #EURUSD #forex #markets #usd #euro

CIO Dr Felix Brill: "The next Fed meeting is coming up. Markets expect an interest rate cut of 25 basis points." ➡️ Read the latest Our View here: https://okt.to/ueNM1B