Federal Open Market Committee (FOMC)
The committee inside the Fed that actually sets the policy rate. It decides at each scheduled meeting and, quarterly, publishes members’ own rate paths as
25bp Wasn't the Scary Part. Time Is - How September's FOMC Rewrote the Rate Path
The Fed raised rates for the first time in three years, but the bigger story for investors is how long elevated rates could stay in place, possibly through 2027.
What Matters More Than Today's 25bp Is the Next Few Moves
Even if the Fed raises rates 25bp today, that outcome is largely priced in. The bigger question is how far markets have already priced in further hikes through year-end and into 2027, and how much the dot plot and press conference reshape that path.
The Signal Markets Sent Before the FOMC: Nasdaq Fell, But Chips Didn't Break
Oil above $108, the 10-year near 5%, and a 25bp hike almost fully priced in. The question for markets is no longer whether the Fed hikes, but whether this is the last one.
Brent Hits $106, 10-Year Touches 5%, FOMC Looms: AI Buildout Speed Gets Repriced
The S&P 500 fell just 0.48% but the semiconductor index cratered 5.9% as oil, yields and a rate-hike-leaning Fed collided with fresh doubts about how fast AI infrastructure spending can keep compounding.
The Week the Fed Hikes for the First Time in Three Years: What Markets Fear Most
$100 oil, the 10-year note flirting with 5%, and this week's FOMC meeting. Markets are already on edge. The real question isn't the 25 basis point hike itself, but whether it marks the start of a new tightening cycle.
Why the Fed cannot cut: the triple lock of jobs, oil and AI
Inflation is not the only thing blocking a rate cut. A firm labour market, energy prices back on the rise, and an enormous AI investment cycle are each pushing up the floor under US interest rates by a different route.
September or December? The Fed's next hike is bigger than one CPI print
August payrolls came in strong and July's job losses vanished in revision. The Fed's problem is no longer a collapsing labor market. It is how much to trust the recent cooling in prices.
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