Fed Rate Cut

The upmove in IT shares today tracked a spike in expectations of a US rate cut, fuelled by weak economic data and recent dovish commentary from Federal Reserve officials. Continued weakness in the Indian rupee added to the positive backdrop.

Fed’s Kashkari sees two more 2025 cuts given hiring slowdown

Fed officials lowered interest rates by a quarter percentage point — the first cut since December — at their policy meeting Wednesday, citing the need to support a more fragile job market.

Fed rate cut, trade talks ease downside risk for Indian IT, but tech budgets still locked

Nevertheless, firms with deep pockets, such as Infosys, TCS, and Wipro, can sweeten the deal by offering flexible payments, outcome-based pricing, or covering upfront costs to push hesitant clients.

Jerome Powell: US Fed ‘doesn’t want’ labour market to soften, calls today's cut ‘risk management’

The labour demand has softened, with unemployment risk rising and job gains slowing, US Fed Chair Jerome Powell said after a widely anticipated 25 basis points rate cut.

Jerome Powell rules out larger rate cut by US Fed, says tariff effects on inflation likely short-lived

US Fed Chair Jerome Powell said there was no widespread support of a larger than 25 basis points rate cut at the FOMC September 2025 meeting.

US Fed Meet September 2025: Key takeaways from the US Fed’s latest rate cut decision

The US Fed's 25 bps rate cut marked the first cut of President Donald Trump’s second term and came amid signs of labour market weakness and persistent inflation pressures.

US Fed cuts rates by 25 bps to 4-4.25% as expected, signals two more cuts this year as job risks rise

The US Federal Reserve on Wednesday lowered its benchmark interest rate by 25 basis points to a range of 4.00-4.25 percent, its first cut since December 2024.

How Fed rate cuts can impact your portfolio—and how to make the most of them

Lower interest rates ripple across stocks, bonds, real estate, and currencies. Knowing how to position yourself can help you benefit instead of being caught off guard.

US Fed rate cut to mark pivot toward job market

The policy pivot will take place amid unrelenting pressure from President Donald Trump, who has pushed for a “big cut” this week

Are Indian markets overestimating the effect of a US Fed rate cut?

It is too much to expect that a small cut in interest rates could spur sluggish global GDP growth when other necessary factors are not in place 

Powell in no hurry to ease rates, says need to watch inflation progress

Powell's worries stem from the fact that an early rate cut could spark inflationary pressures, given that labor market trend and consumption data shows that the economy can handle higher rates for longer.

Nifty, Sensex set for gap down opening as Fed’s rate commentary disappoints

Global markets came under the fire amid broad-based selloff due to the Fed's disappointing 2025 dot-plot.

Key takeaways from Fed's final policy meeting of 2024

The Fed’s 25-bps rate cut aligned with market expectations, but stubbornly high inflation has prompted a more cautious approach. The central bank has raised its inflation projections and scaled back expectations for rate cuts in 2025 as it waits for greater clarity on price pressures and policy changes.

Trump's policies, tariffs, and Fed's rate cuts: Marcellus' Arindam Mandal decodes the path ahead

Mandal believes that the trajectory of Indian equities will hinge more on the earnings performance of India Inc than on global risks, such as the strengthening dollar.

How Trump's policy agenda could alter Fed's 2025 rate trajectory?

Trump's strong stance on imposing heavy tariffs has caused markets and policymakers to stare at a déjà vu moment, reminiscent of 2018 when inflationary pressures rose throughout the year during his first term amid the trade war with China.

Why there might be fewer Fed rate cuts in 2025?

With Fed policymakers navigating through possible policy changes Trump's second term and sticky inflationary pressures, a more cautious stance on rate cuts is expected in 2025.

Investors cautious as global markets turn jittery ahead of FOMC meet

The upcoming Fed monetary policy meeting carries added significance as it will be the final one under the Biden administration. This gives greater significance to the Fed's forecasts for 2025 as the Trump administration takes office.

US Fed expected to deliver quarter-sized December rate cut; all eyes on future policy trajectory

According to the CME FedWatch Tool, 97.1 percent of investors are betting on the possibility of the US Federal Reserve delivering a 25 basis points (bps) rate cut on December 18.

Fed rate cut almost a certainty this week, but next year is a different story

While a 25-basis point cut is priced in for the FOMC meeting this week, the markets are expecting a shallower easing trajectory next year and higher level of rates at the end of the loosening cycle

Fed’s Powell says no need to hurry rate cuts with economy strong

Powell’s remarks prompted traders to pare back expectations for a December rate cut, with the policy-sensitive yield on two-year Treasuries rising as much as eight basis points to 4.36% Thursday.

Wall Street traders trim bets for December Fed rate cut on Powell’s caution

Swaps traders lowered the chance to less than 60% that the central bank reduces rates at their two-day gathering that wraps on Dec. 18 — from roughly 80% a day earlier.

Markets see 80% chance of December Fed cut after US inflation data

Swaps traders boosted to about 80% the probability that the Fed will cut rates again on Dec. 18, up from around 56% earlier Wednesday.

RBI rate cut: After the US Fed action, it’s a matter of when and not if

US Fed Rate Cut: With the US Federal Reserve slashing key interest rates again and domestic inflation expected to ease from December onwards, the RBI could start the interest rate easing cycle in February 2025.

Trump’s victory casts a shadow over the Federal Reserve

The US Fed is widely expected to lower the benchmark interest rate on Thursday by a quarter percentage point, a move that will come on the heels of a half-point cut in September.

Gold holds ground on dovish Fed-speak, Middle East concerns

Zero-yield bullion tends to be a preferred investment in a low interest rate environment and during geopolitical turmoil.