#美联储FOMC会议 Is this good news?
This FOMC meeting by the Federal Reserve leans towards positive for the market! The market has generally priced in a 25 basis point rate cut in December, lowering the policy rate to the range of 3.5%-3.75%. This will directly reduce credit costs, alleviate financial pressure on American households, and support consumption and corporate investment.
More crucially, the meeting may announce the restart of balance sheet expansion in January 2026, with monthly bond purchases potentially reaching $40-45 billion, which can precisely fill liquidity gaps, avoid year-end funding fluctuations, and inject stable expectations into the market. At the same time, the dovish tendencies of popular candidates for the new chair, combined with historical data showing that restarting rate cuts often supports risk assets, are expected to drive U.S. stocks and other assets upward. These easing signals far exceed the short-term impact of “hawkish rhetoric,” constituting a clear positive outlook.
