'Fast Money' traders talk aftermath of FOMC meeting
CNBC Television·2025-12-10 23:23

Fed's Monetary Policy Stance - The market interprets the Fed's recent moves as dovish, suggesting potential future rate cuts, though possibly not in January or March [2] - The Fed's decision to buy T-bills is viewed as a dovish signal [2] - Some analysts believe the Fed is trying to prevent a potential crisis by injecting liquidity [4] - The market initially reacted to the news with a sell-off in miners, but then reversed course, anticipating a rise in gold prices due to potential QE [5] - The Fed is committed to a 2% inflation target [13] - The Fed was influenced by the Employment Cost Index (ECI), which showed wage growth at 35% [15] Market Reactions and Expectations - The bond market's reaction to the Fed's moves was less pronounced than expected, with two-year Treasury yields down by 0007% to 0008% [3] - Small caps finished at all-time highs [11] - The market closed up 0070% intraday [11] - The market anticipates a Santa Claus rally [13]