Post
Topic
Board Economics
Re: Trump and the pressing rate cut
by
fillippone
on 11/09/2025, 22:21:52 UTC

It doesn't matter. The FED has a dual mandate and people tend to forget about the former because of the latter, jobs and inflation. Jobs need the rate cut, it has been clear with the recent slowdowns and number revisions. It is happening for sure. Not even the 25 cut is enough, a 50 cut would be welcome.

The market is pricing three cuts by year's end.
PPI and CPI came in softer than expected.
I personally don't think in a 50 bps move, even if I do agree with your position: 25 bps are going to have little effect in the big scheme of things, yet, I can't see the FED cutting by 50 bps.
50 bps aren't priced in at the moment, so hugely bullish or crypto.