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Fed Cuts Rates by 25 Basis Points as Oracle’s Miss Pressures Tech Rally

Powell signaled a wait-and-see posture focused on labor‑market risks.

Overview

  • The Federal Reserve lowered the federal funds rate to 3.50%–3.75% in a 9–3 vote, with two officials preferring no cut and one favoring a half‑point move.
  • Fed projections show the median policymaker expects one additional cut by the end of 2026.
  • The central bank announced targeted purchases of short‑term Treasurys to keep short‑term funding markets orderly, short of large‑scale bond buying.
  • Stocks initially climbed, with the S&P 500 finishing just shy of a record and the Dow up about 497 points, before futures fell as Oracle’s weaker revenue and heavier AI spending hit tech shares.
  • Treasury yields declined after the decision, and CME data showed traders increasing the probability of further rate cuts next year.