Has the U.S. Federal Reserve come close to betraying market expectations?

The Federal Reserve's monetary policy committee met on July 29-30, 2025, and markets expected interest rates to remain unchanged at 4.25-4.50% for the fifth consecutive time.

Despite this, two prominent members—Waller and Bowman—announced their support for an immediate interest rate cut, in a rare challenge to the consensus within the board.

Their statements came amid a slowdown in jobs and rising trade tensions, while the U.S. economy continues to suffer from inflationary pressures.

The final decision may reveal the true face of the Fed:

Is it waiting for September data or seizing the initiative?

We are all waiting