Influenced by the hawkish dot plot and Warsh's repeated emphasis on inflation targets in his debut speech, market expectations for a rate hike this year have risen sharply. This article discusses the changes and details in the dot plot, statement, and press conference, and briefly explains why the market's reaction to this FOMC meeting was slightly excessive.
JinseFinanceThe Federal Reserve has made it clear that the main theme of monetary policy in 2025-2026 will no longer be "fighting inflation" or "soft landing," but rather "preventing a liquidity crisis." All subsequent macroeconomic narratives must be reconstructed around this new theme.
JinseFinanceIn short: The 25bps rate cut was in line with expectations, but the dot plot and press conference information were more dovish than the market expected.
JinseFinancePowell, Trump, January 2025 Federal Reserve FOMC meeting notes Golden Finance, Powell has not yet communicated with Trump.
JinseFinanceThe entire market has been anticipating a rate cut from the Federal Reserve for quite some time. However, recent developments have added a layer of complexity to the timing of this potential policy shift.
WilfredTonight, the US CPI and FOMC interest rate meeting will be held one after another, with a gap of no more than 6 hours. After the non-agricultural data, it may be another night of horror.
JinseFinanceThe next CPI release is on January 12, while the following FOMC meeting is on February 1.
cryptopotatoThe FOMC meeting has been done and dusted, but its impact on the price of bitcoin has left a lasting market.
BitcoinistThe bottom "is not in" for either stocks or crypto, one analyst believes, as alarming data shows copycat moves from 2008 by the S&P 500.
CointelegraphAnticipated volatility comes right on schedule for crypto as the weekly close already looks like a distant memory.
Cointelegraph