No Cut in January or 2026? Interest Rate Roundtable Ahead of FOMC Meeting

分组1 - The Federal Open Market Committee (FOMC) meeting is set to begin next week, with a rate announcement expected on Wednesday and a press conference by Jay Powell at 2:30 p.m. Eastern time [1] - There is significant division among FOMC members regarding future rate cuts, with some members advocating for a 50 basis point cut while others oppose any cuts [2] - The current economic indicators suggest solid growth, but inflation has not yet reached the Fed's 2% target, which may lead to upward pressure on inflation [6][7] 分组2 - The Fed is likely to maintain its current policy stance, avoiding any rate cuts for the remainder of the year, as the ultimate decision will depend on economic data [5][6] - Corporate profits are reportedly strong, and banks have indicated improving credit quality, suggesting a favorable economic environment for equities [12][13] - The bond market remains uncertain, with expectations that interest rates will stay within a trading range due to mixed economic signals [13] 分组3 - The weakening dollar has led to discussions about alternative assets, with some market participants favoring gold and silver over Bitcoin as a hedge against economic uncertainty [14][15] - Bitcoin is viewed as having potential upside due to increased liquidity in the market, but its role as a true alternative to the dollar remains to be seen [15][16]