#美联储重启降息步伐 📢The Fed meeting sparks major market divergence!

This week’s FOMC meeting is undoubtedly the main event of the year — the market no longer cares about whether there will be a rate cut; the real focus has shifted to the degree of division in the committee’s votes and how Powell will signal policy going forward.

Major institutions are fiercely debating. Janus Henderson points out that the long-term impact of this decision may be limited, and the key is to watch for policy direction in the first half of 2026. Wilmington Trust is even more direct, saying the market has already fully discussed the possibility of a rate cut; now the real bet is on the Fed’s policy signals — they expect an emphasis on “evidence-based caution,” with data-driven decisions as the main theme.

But some voices are pouring cold water on expectations. Nomura believes the market is underestimating the possibility of “no rate cut,” and that vote differences and officials' statements will be the real highlights.

Don’t forget another variable: four regional Fed presidents have recently changed, and their policy stances remain unclear. This wave of uncertainty is keeping the market on edge!

The “blind box” moment arrives tonight — Powell’s wording, the consistency of the vote results, and the assessment of the economic outlook — any of these could become a market trend indicator in the near term. The direction of asset prices will depend on the power of this combination.