November 19, 2025 The October 28 29 FOMC minutes are out, and the vibe inside the Fed room was more divided than expected!
🔑 Key Takeaways from the Minutes:
The 25bps cut to 3.75 4.00% was supported by most, but two dissents one wanted 50bps, one wanted ZERO cut highlight growing splits.
Ongoing government shutdown missing key data Fed is flying half blind on jobs & inflation.
Many members worried further cuts could be limited if inflation stays sticky or economy holds up.
Tone: Gradual easing still on table, but less dovish than September. Several officials open to pausing in December if data when it returns looks resilient.
Upside risks from tariffs & fiscal policy got a mention classic hawk fuel.
📉 Immediate Market Reaction as of 3PM ET
S&P 500 futures: ↓ 0.5-0.8%
Nasdaq tech-heavy: ↓ 0.7-1%
10Y Treasury yield: ↑ 5bps to 4.43%
VIX: 1.5 points volatility back in play
Rate-sensitive sectors tech, real estate hit hardest banks & energy holding up.
Crypto Angle Risk Assets Feel the Heat
Bitcoin was flirting with $93K pre release but dipped toward $91k to 92K on the hawkish tilt. Lower odds of a December cut 50 to 60% now vs 70% yesterday less free liquidity for risk on plays like BTC/ETH. If Fed pauses next month, expect more short-term pressure on alts & memes. But remember crypto often leads the recovery when liquidity eventually flows!
What’s Next? All eyes on December 9 10 meeting with fresh dot plot. If shutdown delayed data comes in soft cut still possible. If strong pause & higher for longer.
Bottom line: Fed not slamming the brakes, but definitely tapping them. Position accordingly this cycle ain't over yet! 💪
#FOMC #FedMinutes #Bitcoin❗ #CryptoMarket #ratecuts
What do you think December cut or pause? Drop your take below! 👇
