【Message Explosion】Family!
The Federal Reserve's interest rate reduction meeting has caused a direct uproar!
📢 This week's meeting can be described as “the most explosive in years,” with the market's focus no longer on “to cut or not to cut,” but rather on how significant the voting disagreements will be and what “key rhetoric” Powell will deliver.
Institutions have been arguing fiercely: Janus Henderson bluntly stated “this will have a long-term impact equivalent to a mosquito leg, short-term fluctuations are normal, the real key is to look at the actions in the first half of 2026”;
Wilmington Trust added, “the market has already chewed the ‘interest rate cut’ to pieces, now what’s being wagered is the policy signals — the Federal Reserve is expected to focus on ‘cautious rhetoric,’ constantly mentioning ‘looking at economic data’.”
Some have poured cold water on it: the probability of an interest rate cut is not as high as the market has blown it up to be, everyone is more focused on Powell's statements and voting differences; Nomura was even more direct “the market treats the risk of ‘not cutting rates’ as if it were air.”
We also need to add some spice: four regional Fed heads have just changed positions, what are their stances? Are they going to be tough or just lay flat? This wave of pressure is directly maxed out!
Now we just wait for tonight's “open the blind box” — will it be a lay-win feast or a little shake, it all depends on this wave of “rhetoric + voting” combo!
