Wall Street Breakfast Fed meeting: dissent is the word
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Sep 14, 2025 Anticipation builds around the upcoming Federal Reserve meeting, with possible dissent among officials over interest rate cuts. FedEx troubles signal potential earnings challenges, raising questions about market stability. OpenAI's revenue share with Microsoft is on the decline, hinting at shifts in tech partnerships. Amid these discussions, analysts highlight top dividend stocks for investors seeking steady income. Stay tuned for intriguing insights into the economic landscape!
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Contentious Fed Meeting Expected
- The Fed meeting is likely to be highly contentious despite markets pricing a quarter-point cut.
- Internal dissents and political pressure could push for larger cuts and complicate guidance.
Dissent Could Shape Fed's Dot Plot
- Markets price a 25bp cut, but some Fed officials may favor a 50bp cut amid weak labor data and sticky inflation.
- Dissenters could influence the dot plot and signal more aggressive easing than Chair Powell prefers.
Political Pressure On Rate Decisions
- Political appointees and potential new voters like Governor Waller and Stephen Myron may press for larger cuts.
- The White House's stance and nominations raise risks to perceived Fed independence.