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Fed Split Deepens After Back-to-Back Cuts as Officials Question December Move

Fresh hawkish remarks from key Fed officials cast doubt on a December rate cut.

Overview

  • The FOMC on Oct. 29 lowered the federal funds target to 3.75%–4.00%, marking a second 25-basis-point reduction in two months.
  • Chair Jerome Powell said a December reduction is not set in stone, and market pricing now assigns roughly a 63% chance of another 25-basis-point cut.
  • Kansas City Fed President Jeffrey Schmid opposed the latest cut, calling the labor market largely balanced and warning that inflation near 3% remains too high.
  • Dallas Fed’s Lorie Logan and Cleveland Fed’s Beth Hammack said they would have preferred to keep rates unchanged at the latest meeting.
  • Fed Governor Stephen I. Miran dissented in favor of a larger 50-basis-point cut, underscoring internal divisions over the pace of easing.