FOMC December 2025: $40B In 30 Days - The Fed Knows Something You Don't
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Agar Capital2.53K FollowersFollow5ShareSavePlay(14min)Comments(6)SummaryThe Fed cut rates by 25 bps to 3.50–3.75%, but internal division and a static dot plot signal heightened uncertainty.$40 billion in immediate Treasury bill purchases is a liquidity stabilization move, not a new round of QE or a market stimulus.The FOMC's dot plot and 9–3 vote reveal deep committee splits, with no consensus on a dovish path or further cuts beyond 2026.Despite market optimism, I see increased risks, fragile economic drivers, and no conviction for a sustained rally or smooth easing. altamira83/iStock via Getty Images The cut was obvious - The rest was, too The Fed cut rates by 25 basis points, bringing the range to 3.50–3.75%, as expected. It was the most likely outcome, already priced in by the markets and consistentThis article was written byAgar Capital2.53K FollowersFollowI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy shifts and capital flows — to identify mispriced opportunities before the market.On Seeking Alpha I share high-conviction ideas, contrarian views and deep breakdowns of both growth and value names.For more insights: follow me on X @AgarCapitalAnalyst’s Disclosure:I/we have a beneficial long position in the shares of SPX, NDX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You