Notas del episodio
Description: The Fed just cut rates, but the message behind the decision is not what most people expected. The committee is split, the data is incomplete, and the next move is far less certain than headlines suggest.
We’ll talk about:
- Why the Fed delivered a 25bps cut while signaling a pause
- The rare internal disagreement shaping policy behind the scenes
- How ending Quantitative Tightening changes liquidity and risk assets
- What January’s meeting could mean for stocks, crypto, and the broader market
Keywords: fed cut interest rate, market outlook, FOMC, Jerome Powell, QT, QE, CPI inflation, Treasury yields, Bitcoin reaction