The Fed delivered a 25bp cut to 4.25%-4.5%, but its projections showed two cuts in 2025 rather than the three markets expected, with inflation forecasts revised up to 2.5%. Equities sold off on the hawkish tone after a strong year.
A slower easing path keeps the dollar firm and financial conditions tighter, which weighs on commodity prices and on import demand from dollar-borrowing emerging markets. Feed buyers face a stronger-dollar backdrop into early 2025.
Setelah 2.356 peristiwa makro bullish sebelumnya, Dolar AS (Luas) bergerak median +0,2% selama 5 sesi (60% lebih tinggi; separuh tengah -0,3% sampai +0,7%), dan +0,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.