Recent September FOMC actions and updated economic projections anchor trader positioning for the October 27-28 meeting, with the 25 basis point hike outcome leading at 54.5% implied probability versus 43.5% for no change. The Fed raised its target range to 3.75-4.00% last week on a unanimous vote, while the median dot plot shifted higher to a 4.1% year-end funds rate, reflecting officials’ view that inflation remains elevated. August CPI printed 3.4% year-over-year with core at 2.4%, and the unemployment rate held at 4.1% amid steady payroll gains. These data points, combined with hawkish analyst revisions such as Goldman Sachs now forecasting an October move, have narrowed the gap between hike and hold scenarios. September CPI, due October 14, and any intervening labor-market releases represent the key near-term catalysts that could shift the market-implied odds ahead of the statement-only meeting.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jourFederal Reserve releases economic projections and dot plot at September meeting
25 bps increase surges to 51%27%
Alongside the rate hike, the FOMC released updated economic projections and the Summary of Economic Projections (dot plot), indicating expectations for one additional rate hike in 2026 and none in 2027. This provided market participants with guidance on the Fed's future policy path.



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