The Fed enters its most important week
The Fed's balance sheet dropped by $16.6 billion in just one week
Now they've entered the media blackout period ahead of the December 10 meeting
Market expectations for Fed decisions:
December 10, 2025: 25 basis point cut
January 28, 2026: Hold
March 18, 2026: Hold
April 29, 2026: 25 basis point cut
June + July 2026: Hold
Almost all major banks agree that a cut is coming
Reuters:
• 82% of economists expect a 25 basis point cut
• There is division within the Fed, with at least 5 votes against any further cuts
Bank of America:
• Expects a 25 basis point cut
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