💸 FED TURN: MAJORITY OF FOMC BETS ON RATE CUT IN JANUARY
The monetary landscape of the United States may be about to change: according to the latest information, six of the twelve members of the Federal Open Market Committee (FOMC) now support a 25 basis point cut in the interest rate for the January meeting.
📊 What has changed?
After a key week of public speeches from several Fed members and the release of new mixed economic data—especially in inflation and employment—the internal balance has shifted. Several members have changed their stance, reflecting greater concern about a potential excessive economic slowdown.
📈 Implications for the Markets:
If this consensus translates into an official vote, it would be the first rate cut in this cycle and would be interpreted as a clear signal:
· Bullish for risk assets: Stocks, cryptocurrencies, and emerging markets tend to receive a strong boost in a cheaper money environment.
· Bearish pressure for the dollar (DXY): A cut could weaken the US currency against other currencies.
· Renewal of appetite for debt: Bonds could react positively to the prospect of lower yields.
⚠️ Context and Next Steps:
This potential shift reflects a Fed increasingly attentive to the risk of a recession in the face of inflation that, while persistent, shows signs of moderation. The market will be watching for any official statements and upcoming macro data, especially the consumer price index (CPI).
