đ What to Expect at the FOMC Meeting
Interest Rates
The Federal Reserve is almost certainly going to keep the federal funds rate unchanged at 4.25%â4.50%, continuing a streak of four consecutive holds. Markets place over 99% probability on no rate change .
Dot Plot & Economic Projections
Attention will focus on the update to the economic projection âdot plotâ, which forecasts the pace of interest rate adjustments through 2025â26. Current projections show two projected cuts in 2025, though rising inflation and economic uncertainty could reduce that number to one .
Fed officials are reportedly dividedâsome favor earlier cuts amid slowing labor markets, others urge caution given inflation risks tied to trade policy .
Inflation & Growth Outlook
Though inflation remains above the Fedâs 2% targetâwith core PCE hovering near 2.7â2.9%âeconomic growth and labor market data still support a cautious stance. Outlook revisions show slightly lower GDP projections and a bump in unemployment forecasts for 2025 .
Jerome Powell Press Conference
Focus will be on Powellâs tone: will he reinforce a âwait-and-seeâ posture or hint at potential rate cuts later this year? His speech may offer subtle clues on timing and risks ahead .
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đŚ Why It Matters
Cryptocurrency & Equities: Holding rates steady generally supports risk assets. However, cautious remarks could dampen sentiment ahead.
Interest Rates: The market is pricing in possible rate cuts beginning in September or December, but not before more clarity on inflation and growth arrives .
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â What Traders Should Watch
The dot plotâs changesâespecially if projections shift to fewer cuts.
Any signals or caution from Powell on inflation or trade-related risks.
Upcoming data â especially jobs report, GDP, and PCE readings for confirmation on the Fedâs next steps .
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