📌 MACRO UPDATE – FED & INTEREST RATES
According to Odaily, after the interest rate cut in December, the Fed's hawkish stance is likely to return distinctly in January.
👉 The most highly rated scenario at the moment: Fed HOLDS interest rates steady, unlikely to have a fourth consecutive cut.
🔍 Regarding changes in the FOMC composition
Despite personnel rotations, the policy direction remains largely unchanged:
Two hawkish voices Schmid & Goolsbee leaving their voting seats
Replaced by Beth Hammack (Fed Cleveland) and Lorie Logan (Fed Dallas) – similar viewpoints
More moderate members like Neel Kashkari and Anna Paulson will only have voting rights starting in 2026
📊 CONCLUSION The Fed is prioritizing policy stability, avoiding too quick a pivot in the short term.
➡️ Extended high interest rate environment = pressure on risk assets, the market needs more data for clearer guidance.
⚠️ During this phase: risk management > trend prediction
📉🏦 $NIGHT
$NIGHT
