Will Stocks Rally Through Year Two of the Fed Cutting Cycle?

Published on September 19, 2025

The summary of economic projections and “dot plot” that reveals where members of the Federal Open Market Committee (FOMC) expect the economy and rates to go in coming years will be interesting given the recent slowdown in job growth and relatively little upward pressure on inflation.

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Fed Watch: Will It Be Déjà vu All Over Again?

September 19, 2025
Although the Fed does focus on its dual mandate of employment and inflation, there is no question that the primary focus right now is on the employment side of the equation, especially given the recent stalling out in new job creation.

Risk Management

September 19, 2025
The Federal Reserve cut rates by 0.25% today, citing a rising risk to the employment side of their dual mandate. While that was no surprise, there were many questions on where the Fed would go from here, and what it would take to accelerate or slow the pace of policy adjustment.