🔴 This is the strategic shift in Fed policy that is pushing market prices higher now, and gold lower.
• The Fed is cutting by 25 basis points even as most officials have halved the number of cuts they expect for next year compared to their September estimates. The September baseline program now shows the interest rate falling to just 3.75% to 4% in 2025, and to 3.25% to 3.5% in 2026. Four officials forecast one or no additional cuts next year.
👈 This comes as officials are raising their inflation forecasts.