Fed Watch
The Wait-and-See Approach
The Federal Reserve held its benchmark interest rate steady at 3.75%–4.00% Wednesday, opting to await additional economic data before its next policy decision. FOMC members...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
The Fed Hikes Against the White House’s Wishes
Most investors agree that an independent Federal Reserve is a good thing – good for markets, good for the economy, good for the U.S., and...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
To Hike or Not to Hike
The Federal Reserve kept rates on hold at 3.5%–3.75% Wednesday for the fifth straight meeting. Unlike previous decisions however, a hold was far from guaranteed,...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
The Warsh of Wall Street
The rate decision was the non-event everyone expected. The Fed held its benchmark rate steady at 3.50% to 3.75%. The statement and the dots got...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
End of an Era - Powell's Parting
The Federal Reserve kept rates on hold at 3.5%–3.75% Wednesday for the third straight meeting, delivering the non-decision that markets had fully priced in. What...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
The Only Certainty Is Uncertainty
The March meeting did not offer much new in the “dots”, but Chair Powell’s language made one shift clearer: the Fed is once again balancing...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
FOMC Holds Line, So Do Markets
As expected, the Federal Reserve on Jan. 28, 2026 maintained its benchmark policy rate at 3.50-3.75%. The decision was not unanimous, as two of the...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
The Cut, The Dots, and the Chair: Why 2026 Looks Different
The Federal Reserve lowered its benchmark interest rate by 25 basis points today, the third cut of the year and an outcome that carried over...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
A Not-So-Foregone Conclusion: The Fed Cuts, but December in Limbo
The Federal Reserve lowered its benchmark interest rate by a quarter of a percentage point on Wednesday afternoon, bringing the target range to 3.75 to...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Fed Watch
The Summer I Cut Rates
“When our goals are in tension like this, our framework calls for us to balance both sides of our dual mandate.” - Jay Powell The...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
