Group 1 - The dollar index (DXY00) increased by +0.27% due to higher T-note yields and supportive comments from Richmond Fed President Tom Barkin regarding tax cuts and deregulation boosting growth this year [1] - The dollar experienced a decline after the December S&P services PMI was revised down by -0.4 to 52.5, along with dovish comments from Fed Governor Stephen Miran predicting over 100 basis points of Fed rate cuts this year [2][3] - Fed Governor Stephen Miran stated that the current Fed policy is "clearly restrictive" and justified more than 100 basis points of rate cuts this year, with markets pricing in a 16% chance of a -25 basis point cut at the upcoming FOMC meeting [4] Group 2 - The dollar is under pressure as the FOMC is expected to cut interest rates by about -50 basis points in 2026, while the Bank of Japan (BOJ) is anticipated to raise rates by +25 basis points in the same year [5] - The dollar's weakness is compounded by the Fed's liquidity boost through purchasing $40 billion a month in T-bills and concerns over President Trump's potential appointment of a dovish Fed Chair, with Kevin Hassett being the likely candidate [6]

The Bank of England delivered a final rate cut for 2025, as expected. The Monetary Policy Committee was divided - also as expected. The big question now for the Bank is: will the UK economy deteriorate further, or bounce back next year? https://t.co/hLB2qCF3Pt ...

RT Mayne (@Tradermayne)FOMC tmrw and another rate cut is expected.How will the markets respond?My thoughts below.https://t.co/OXkVwCj5S7 ...

President Trump said a quarter-point rate cut by the Fed Wednesday is not enough and that it "could have been doubled, at least doubled" https://t.co/0hHS3yPawq https://t.co/lblei5kDwO ...

On Today’s Big Take podcast, Bloomberg Economics’ Chief US Economist @AnnaEconomist joins host @sarahsholder to break down the economic impact of the latest rate cut and what the Federal Reserve could look like next year if Trump economic advisor Kevin Hassett is nominated to succeed Fed Chair Jerome Powell https://t.co/ROqz98i4Z8 ...

Market Expectations - The market anticipates another rate cut following the FOMC meeting tomorrow [1] Potential Market Reaction - The report shares insights on how the markets might respond to the expected rate cut [1]

Let's talk more about that now with Jeff Kilberg. He's the founder and CEO of KKM Financial. What do you say, sir.Welcome. >> Well, Kelly, kind of a surprise. Everyone was looking for a cut in rates, but more hawkish, and we actually got more.If you think about that 40 billion that going to start purchasing in just a couple days, that's annualized half a trillion dollars of new QE. So, with a $6.5% trillion balance sheet, I think a lot of folks were surprised. That was the initial reaction, equities, but yo ...

IN YIELD, MAYBE THAT DOES LOOSEN THINGS UP A LITTLE BIT. ALTHOUGH I WASN'T PARTICULARLY ALARMED AT THE LEVEL THAT LONG TERM YIELDS HAD GOTTEN TO IN THIS RUN. >> ALL RIGHT, MICHAEL SANTOLI, MICHAEL, THANK YOU VERY MUCH. ALL RIGHT.LET'S GO BACNOW TO OUR PANEL. WE GOT JIM FRANCIS AND DAVID FRANCIS, I WANT TO GO TO YOU BECAUSE LET'S TALK ABOUT THE JOB MARKET. AND I'M GOING TO COMPARE THE LAST MEETING MINUTES AND YOU'LL FORGIVE ME I GOT TO LOOK DOWN AND READ IT.HERE'S WHAT THEY SAID AT THE LAST MEETING MINUTES A ...

Market Expectations - The market anticipates another rate cut following the FOMC meeting tomorrow [1] Potential Market Reaction - The report shares insights on how the markets might respond to the expected rate cut [1]

Market Expectations - The market anticipates another rate cut following the FOMC meeting tomorrow [1] Potential Market Reaction - The report shares insights on how the markets might respond to the expected rate cut [1]