📉 Market consensus: 94% odds for a 25 bps rate cut in Dec 2025.
🔎 Prediction markets: Virtually no chance of a 50 bps cut.
🟢 Allianz: Another small cut expected in early 2026.
#FOMC2025 #RateCut #Polymarket #AllianzResearch
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The Fed Cuts — Finally
→ Fed cuts rates 25bps to 4.00%–4.25%
→ First cut of 2025 — two more expected this year
→ Dot plot: 9 officials see 3 cuts, 6 see just 1
→ Labor softening: Unemployment at 4.3%, job gains slowing
→ Inflation still sticky: Core CPI at 3.1%

#SPY #fomc2025 #FOMCMeeting

It’s Federal Open Market Committee time! 📈 #FOMC2025