FOMC December 2025: $40B In 30 Days - The Fed Knows Something You Don't

The Fed cut rates by 25 basis points , bringing the range to 3.50–3.75%, as expected. It was the most likely outcome, already priced in by the markets and consistentI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, ...