The markets are delicately poised for today's FOMC decision, focusing more on the speed of returning rates to neutral rather than the size of the cut.
With an even split in expectations for a 25bp or 50bp cut, the key concern is how fast rates will normalize post-decision, not just the cut amount.
Despite a flat day for equities, positive US retail sales and industrial production data suggest strong economic performance, overshadowing expectations of a substantial rate cut.
As markets wait for the FOMC announcement, the mixed economic indicators—like surging U.S. retail sales and declining German sentiment—highlight uncertainty in global economic recovery.
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