The Federal Reserve is expected to deliver a widely anticipated 25bp rate cut today — but the real story is what comes next. Markets may know the headline move, but they have no clarity on how many cuts the Fed sees in 2025, how the dot plot will shift, or whether policymakers are willing to lean dovish in a world where inflation risks refuse to fade.
Global central banks are turning hawkish, yields are pushing higher, and investors are bracing for a message that could make or break sentiment into year-end. Will the Fed validate hopes of easier policy, or deliver a classic “hawkish cut” that reminds everyone inflation isn’t beaten yet? And most importantly — will Santa bring gifts to the markets, or stay snowed out? Watch the full episode to find out more!
