10.28-29 Federal Reserve Interest Rate Decision Core Analysis
Meeting Information: FOMC meeting held on 10.28-29, results announced on the afternoon of the 29th Eastern Time.
Market Expectations: Rate cut of 25 basis points, probability nearly 100%.
Impact on US Stocks:
1. Short-term: Rate cut may lead to an initial rise, with the Nasdaq leading, benefiting sensitive sectors like technology/AI/chips; if Powell's speech is not dovish enough (e.g., mentions 'not overly accommodative'), there may be a pullback.
2. Medium-term: Rate cut cycle continues, and the stock market still has room for new highs.
- Key Signals: Statements mentioning 'supporting the economy' are dovish, 'relying on data' is neutral, and 'inflation remains high' is hawkish.
