DIMON, ON FED: WOULD EXPECT THEM TO CUT RATES
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STRAVA EYES BANK TALKS FOR POTENTIAL U.S. IPO – SOURCES
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JONES: WE DO THINK THERE WILL BE A SERIES OF RATE CUTS
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JONES: INFLATION MAY REMAIN STUBBORN BECAUSE OF TARIFFS
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SOCIETE GENERALE US RATES STRATEGY HEAD RAJAPPA: FED GOING TO HAVE TO FRONTLOAD CUTS
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RAJAPPA: FED HAS 'SOME LUXURY' IN SPREADING OUT CUTS
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🚨 *FED CUTS KEY INTEREST RATE BY 25BPS
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*FED MEDIAN PROJECTION SHOWS 50 BPS MORE RATE CUTS IN 2025
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*FED SAYS GOVERNOR MIRAN DISSENTS IN FAVOR OF HALF-POINT CUT
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FED PROJECTIONS SHOW 9 OF 19 OFFICIALS SEE TWO ADDITIONAL CUTS IN 2025, TWO SEE ONE CUT, SIX SEE NO MORE REDUCTIONS
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FED SAYS DOWNSIDE RISKS TO EMPLOYMENT HAVE RISEN
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*THE FED EXPECTS 50 BPS MORE OF RATE CUTS THIS YEAR
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S&P 500 TURNS POSITIVE AFTER FED RATE DECISION
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TRADERS ADD TO BETS ON AT LEAST ONE MORE FED RATE CUT THIS YEAR
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📉 FED CUTS RATES BY 25 BPS TO 4.00–4.25%

The Fed just lowered its key rate by 25 bps, citing rising downside risks to employment. Projections signal another 50 bps of cuts by year-end, followed by 25 bps per year in 2026 and 2027.

On Kalshi, traders now see:

🔸 59% odds of exactly 3 cuts in 2025
🔸 30% odds of 2 cuts
🔸 11% odds of 4 cuts
https://t.co/C8GTugSBC4
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FED: INFLATION HAS MOVED UP AND REMAINS 'SOMEWHAT ELEVATED'
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SPOT GOLD HITS RECORD HIGH OF $3,707.40/OZ
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US 10-YEAR YIELD FALLS BACK BELOW 4%, NEARS LAST WEEK'S LOW
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S&P 500 NOW DOWN 0.2%, NASDAQ DOWN 0.7%, DOW UP 0.8%
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📊 FED SEPTEMBER FORECASTS (SEP 17, 2025)

The Fed cut rates 25 bps to 4.00–4.25% and signaled two more cuts in 2025. New projections show:

Fed Funds Rate (year-end):
• 2025: 3.675% (vs 3.875% prior)
• 2026: 3.375% (unchanged)
• 2027: 3.125% (vs 3.375% prior)
• 2028: 3.125% (first forecast)
• Longer run: 3.125% (vs 3.00% prior)

Inflation (PCE):
• 2025: 3.0% (unchanged)
• 2026: 2.6% (up from 2.4%)
• 2027: 2.1% (steady)
• 2028: 2.0% (first forecast)

Core PCE:
• 2025: 3.1% (unchanged)
• 2026: 2.6% (up from 2.4%)
• 2027: 2.1% (slightly down from 2.3%)
• 2028: 2.0% (first forecast)

GDP Growth:
• 2025: 1.6% (up from 1.4%)
• 2026: 1.8% (up from 1.6%)
• 2027: 1.9% (up from 1.8%)
• 2028: 1.8% (first forecast)

Unemployment Rate:
• 2025: 4.5% (unchanged)
• 2026: 4.4% (down from 4.5%)
• 2027: 4.3% (down from 4.4%)
• 2028: 4.2% (first forecast)
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US 10-YEAR YIELD FALLS BELOW 3.99% TO LOWEST SINCE APRIL
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