FOMC Takeaways An Eventful Start

The first FOMC meeting led by Kevin Warsh signaled a hawkish pivot, prompting the market to price in two rate hikes by Q1 2027. This sparked the most severe equity and currency selloff of the year.

Key Takeaways

• 1.Kevin Warsh's first FOMC meeting signaled a hawkish shift with a focus on price stability.
• 2.Markets are pricing in 2 rate hikes by Q1 2027.
• 3.The Fed will establish new task forces on communications, data, inflation, productivity, and AI.

Table of Contents

• Key takeaways from FOMC
• Policy Rates Curve pricing in almost 2 hikes now
• Broader Market Reaction
• FX Volatility
• More in Macro

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