Financial markets entered a phase of uncertainty following the latest FOMC projections. While many investors expected a clearer shift toward aggressive easing, the Federal Reserve’s 2026 dot plot signals only one additional rate cut, falling short of expectations for a broader easing cycle. This mismatch between expectations and policy guidance has created short-term negative sentiment across…
The December FOMC meeting is shaping up to be a major turning point. Most investors expect the Federal Reserve to deliver a rate cut, but the real focus isn’t the cut itself. it’s the long-term policy path the Fed will reveal through the dot plot and the 2026–2027…
United States Officially Ends Quantitative Tightening as of December 1st.
December 1, 2025
The Federal Reserve has officially ended Quantitative Tightening (QT) starting today, December 1st, marking one of the most significant policy shifts of the year. QT the process where the Fed reduces its balance sheet by allowing bonds to roll off has been a major force…
The probability of a December Federal Reserve rate cut has jumped back above 80%, and markets reacted immediately. U.S. stocks turned strongly bullish on this shift in expectations, as investors began positioning for a softer policy path and improved liquidity conditions.
Federal Reserve Governor Christopher Waller said on Tuesday that his primary concern is now the U.S. labor market, and he is openly advocating for a rate cut to prevent further economic weakening. This is a notable shift, as Waller has historically been one of the more…
Global markets have entered a decisive uncertainty phase, and it’s becoming the dominant force behind the sharp moves in US equities and crypto. Prices are not reacting to a major data shock — they are reacting to the absence of clarity.
▪️A Divided Federal…
The latest FOMC meeting minutes show a rare divide inside the Federal Reserve over whether to cut interest rates again in December. According to the minutes, “many” officials felt another cut this year is likely not appropriate, while “several” said a December cut…
U.S. President Donald Trump has intensified his criticism of Federal Reserve Chair Jerome Powell, saying he would “love to get Powell out right now.”Trump also claimed that people around him are holding him back from firing the Fed Chair, but hinted that he already knows…
The U.S. Non-Farm Payrolls (NFP) and Unemployment Rate report for September was not released on time due to the recent government shutdown, which disrupted national labor data collection and processing. The report has now been rescheduled for release this week, ending the…