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What To Expect From The January FOMC Meeting
A pause.
I hate to spoil the suspense, and I'm legendary for burying the lede, but if the question'
This is why we so desperately need weekly dot plot updates!
The other thing that I wonder if we can “safely”assume- is that in 2026, when Powell’s term ends (or possibly earlier), Trump’s choice for a new Fed Chairman will be one who is predisposed to lower, not higher, rates.
The talk about deficits now are kind of entertaining. Glad to see it is finally shadowing a Republican for a change. The funny thing is if the deficit goes up rates are likely going lower. Why? It means the economy is growing more slowly. All the grand pooh baths out there expect higher rates now. My best guess, and it is a guess is lower rates and a bull steepener starting around March. Tariffs are not stimulative. The rest of Trumponomics is a loser also. Lower immigration begets slower growth as well. So will geopolitical/tariff retaliation from Trump’s targets. Slow growth overseas from Europe and China won’t help either.