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Fed Delivers Third Straight Rate Cut in Split Decision

Policymakers acted without recent inflation or jobs readings after a budget standoff froze key statistics.

Overview

  • The Federal Reserve lowered the policy rate by 0.25 percentage point to a 3.50%–3.75% target range with a 9–3 vote.
  • Two voters, Kansas City’s Jeffrey Schmid and Chicago’s Austan Goolsbee, opposed any cut, while Governor Stephen Miran backed a larger half-point move.
  • Updated Fed projections show a median outlook for at least one additional rate cut in 2026.
  • The decision came without fresh data after a prolonged shutdown halted statistical releases; the latest available readings were 4.4% unemployment and 2.8% inflation from September.
  • Chair Jerome Powell described the debate as tight and gave little guidance on the path ahead, as the White House readies a decision on his successor with Kevin Hassett reported as the favorite and the Supreme Court set to review the attempted removal of Governor Lisa Cook in January.