Fed – The Distribution of FOMC Voters

Fed – The Distribution of FOMC Voters Should investors bet for a hawkish Fed policy tone in 2025, as the central bank remains focused on its fight against persistent inflation, even if it means risking some economic pain? Image: BofA Global Research

Fed – Rate Hikes at FOMC Meetings

Fed – Rate Hikes at FOMC Meetings When will the Fed stop hiking interest rates? Goldman Sachs expects 75bp additional rate hikes in 2023. Image: Goldman Sachs Global Investment Research

Amount of Fed Rate Cuts Priced by End of Year

Amount of Fed Rate Cuts Priced by End of Year The outlook could change quickly in response to upcoming inflation data or shifts in the economic landscape, but for now, traders are pricing in almost two rate cuts before the end of 2025. Image: Bloomberg

Market-Implied Fed Funds Rate and 2-Year U.S. Inflation Swap

Market-Implied Fed Funds Rate and 2-Year U.S. Inflation Swap Current market pricing of Fed rate cuts indicates a pivot from inflation worries to growth concerns, suggesting investors expect the Fed to prioritize economic stability over aggressive inflation control. Image: Deutsche Bank

Probability of Fed Rate Cut

Probability of Fed Rate Cut After the CPI data release, traders now estimate an 82.5% chance of a 25 basis point rate cut at the FOMC meeting on December 18, 2024. Image: CME GRoup

U.S. GDP Growth Forecasts

U.S. GDP Growth Forecasts Goldman Sachs is more bullish on U.S. GDP growth than the consensus and the FOMC’s forecast, reflecting their confidence in a stronger performance for the U.S. economy. Image: Goldman Sachs Global Investment Research