Fed Meeting Expectations: Rates, Voting, Policy, Projections, Yield Curve Control

The expectations have become reality: the Fed cut rates by 25 bps, bringing the target range down to 4.00%–4.25%. After weeks of speculation, the move reflects moderating growth and inflation that remains above target. Policy decisions like these ripple across global markets—making it essential for investors to stay informed and ahead of the curve. 🔎

WHAT’S MOVING THE MARKET AFTER POWELL’S SPEECH? Jerome Powell has signaled that the Fed could open the door to a rate cut in September. While this suggests a more dovish outlook, it comes at a time when the U.S. is facing two conflicting forces: 1.     Rising inflation – which usually calls for tighter policy. 2.     Weak labor market – which puts pressure on the Fed to stimulate growth. This mix creates uncertainty across global markets: ·        USD could weaken as cuts get priced in. ·        Equities may gain on expectations of easier financial conditions. ·        Gold often benefits in a lower-rate environment. ·        Bonds could see yields ease further. ·        Crypto might attract more inflows as liquidity expectations rise. Markets are forward-looking, and traders are already adjusting positions. The balance between inflation pressures and labor weakness will determine how far the Fed goes. 📊 In the short term, volatility is likely. 📈 In the medium term, the inflation path will be critical. 👉 What’s your take? will the Fed actually deliver a September rate cut, or will inflation force them to hold off? #Markets #Forex #FederalReserve #Trading #Investing

Unlocking the Fed’s Recent Rate Decision: Key Insights The Fed's latest interest rate move isn’t just numbers; it’s a signal for the economy. 👀 A quarter-point cut may seem minor, but it carries deep implications. 🤔 Consider this: – Market reactions have been mixed, causing confusion among investors. – A potential risk of stagflation looms as mixed signals complicate the Fed's messaging. – Navigating a diverse opinion landscape among Fed officials could lead to future instability. 🎯 Here’s the takeaway: – The Fed is cautiously optimistic, working to balance inflation and employment. – Future cuts may reduce the funds rate to a neutral zone, aiming for stability. – The ongoing political dynamics within the Fed add layers to decision-making, necessitating stronger arguments and data. Food for thought: In a rapidly changing economy, can the Fed maintain a balance between aggressive cuts and long-term inflation control? As personnel changes loom, the challenge intensifies. What strategies should policymakers consider to forge a stable path ahead? #Finance #Markets #CentralBanking #Economy #InterestRates Link to article: https://lnkd.in/epykPgGY

Fed shocks markets with a 25 bps cut — federal funds now 4.00%–4.25%! Quick, hard-hitting recap of the September 2025 Fed decision: near-unanimous vote, dovish dot plot signaling 2–3 more cuts this year, unchanged QT runoff, and shifting emphasis toward employment risks. We break down GDP, unemployment, and PCE inflation projections and explain why markets are rallying — easing, not front-loading. Like & share if this helped you understand the Fed move. More insights at DhandaTheGreat.com #Fed #RateCut #September2025 #DotPlot #Markets

📉 The Fed is likely to cut rates in September—so why did markets cheer? At the annual Jackson Hole conference, Fed Chair Powell acknowledged the delicate balance between inflation risks and a cooling job market. Despite some inflationary pressure, the market seems confident in the Fed’s direction. That confidence matters. Financial markets are more than spectators—they’re participants. When investors trust the Fed, policy works better. Just look at today’s tight credit spreads and record stock levels—they reflect faith in both the Fed and the economy. 🤔 What does it mean for long-term investors? - Falling rates often boost bond prices and support stocks - Yields across bond sectors remain attractive - But tight spreads and high valuations call for discipline Stay diversified, stay strategic—because market confidence creates opportunity, but smart allocation captures it. Radix Financial, LLC #InvestingMadeEffortless #FedPolicy #MarketOutlook

Powell’s Jackson Hole Evolution 2022 – The Pain Speech: Rates must rise, even if it “brings some pain to households and businesses.” 2023 – The Cloudy Skies Speech: “We are navigating by the stars under cloudy skies.” 2024 – The Victory Speech: “My confidence has grown that inflation is on a sustainable path back to 2%.” Since last year’s meeting: Inflation has ticked up: CPI rose from 2.4% → 2.7%, Core PCE from 2.73% → 2.79%. Markets are buoyant: S&P +13%. Yields diverged: 10-year +50 bps, 2-year –10 bps. Jobs steady: unemployment at 4.2%. From “pain” to “confidence,” Powell’s speeches track the Fed’s journey, while inflation edges higher, markets and labor remain resilient.

The Fed’s September rate cut is almost a certainty, but the market remains divided on the pace and effectiveness of future moves. While a cut may boost stocks in the short term, risks of inflation and policy missteps remain; the benefits for bonds and real estate are still uncertain. Ultimately, the economic outlook will depend on corporate earnings and the global macro environment. For individual investors, this means greater caution is needed when making choices. https://lnkd.in/dadTYCB8

Stop Biting Your Nails! The Fed Finally Moved!! The Fed just delivered the most widely anticipated cut of the year 25 bps off the Fed Funds Rate, now at 4.00–4.25%. The Vote tally was 11–1, with only Governor Miran pushing for a deeper 50 bps cut. Here’s the key read-through: 1️⃣Very dovish tilt: two more cuts penciled in before year-end. 2️⃣Growth upgraded (Fed sees resilience, not recession). 3️⃣Unemployment steady — labor cooling, but not collapsing. 4️⃣Inflation somewhat “sticky” but clearly not a showstopper for cuts. —> Markets reaction 📊 📍Yields fell on the long end as investors betting Powell will stay lenient on inflation to avoid labor market cracks. 📍Futures are now pricing in a stronger probability of further easing into 2025. 📍GDP outlook nudged higher → stronger growth narrative despite rate relief. 🔑 Takeaway The Fed is signaling it will err on the side of support, not restraint. #FederalReserve #InterestRates #RateCut #Markets #Investing #Inflation #EconomicGrowth #Unemployment #Bonds #Stocks #WealthManagement #CapitalMarkets

🌀 Rate Cut or Red Flag? The Fed’s Next Move Could Shake the Market All eyes are on this week’s FOMC meeting Federal Reserve Board later 2.30pm ET. A rate cut is widely expected - but the implications are anything but clear. Is the Fed offering a lifeline to the economy, or signaling deeper concerns? 📈 Markets have already rallied in anticipation, pricing in a 25bps cut. But the real story lies in the Fed’s guidance—will it be dovish enough to sustain momentum, or will a hawkish tone trigger a “sell the news” pullback? ⚖️ The uncertainty stems from mixed economic signals. Inflation looks tame, but the latest jobs report was a major disappointment—raising questions about the true health of the economy. Volatility ahead. Stay tuned. Follow Cheong Hong Yang for more posts on my growth journey ✨️ #FOMC #FederalReserve #InterestRates #RateCut #MonetaryPolicy #FedMeeting #Inflation #JobsReport

Welcome to a particularly closely-watched Fed day. Here is what I think the Fed will deliver (as opposed to what they should deliver): · Rates: There is a very high likelihood of a 25 basis point cut, which would be the first one this year. There is a low probability of a 50 bps cut and a virtually zero probability of keeping rates unchanged. · Voting: There is a considerable probability of one-sided dissent(s), regardless of the cut decision. There is a low probability of a two-sided dissents in the event of a 25 bps cut. · Path: There is a medium-to-low probability that the median Fed officials' path for future cuts and the associated terminal rate will be as dovish as the market has recently priced in for various reasons. · Economic Projections: There is a medium-to-high probability of a somewhat weaker labor market forecast and a medium-to-low probability of a hotter inflation forecast. · Yield Curve Control: Despite the increasing mention in the media and among analysts, don’s expect Chair Jerome Powell to actively take on this issue in his press conference, and it will not be in the official statement. Your expectations? #economy #federalreserve #centralbanks #markets