Guide to the FOMC statement and September SEP: Key takeaways and what to watch | Metals Mine

  • Guide to the FOMC statement and September SEP: Key takeaways and what to watch

    From marketpulse.com

    The most important day in a few trading months is coming up fast (two days left!). The September FOMC rate decision is part of four quarterly meetings where key economic projections (SEP or Summary of Economic Projections) are published (don't forget the 4 other meetings). They take place in March, June, September and December. These quarterly meetings tend to hold higher weight on potential changes to the FED's tone. With Wednesday's meeting in focus, markets are preparing for a change in tone and changing SEPs. While the decision itself may not surprise (25 bps is heavily priced in and should be the basis except ... (full story)

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Vancarbon
Sep 15, 2025 1:03pm
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“The inflation projections might be revised upward in 2025 and down in later year: Major key is to watch 2026 PCE projections and onwards to get a glimpse of 2026 cut pricing (currently 140 bps are priced in).”

140 points priced in !

I had 125 points priced in and I thought that was heavily weighted .

In effect , it’s the kitchen sink Goldilocks scenario . Anything not appertaining to this sweet spot is going to weigh heavily on equities.
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Eliasmuhunda
Sep 16, 2025 3:55am
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When it will be??
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