Fed’s Mixed Signals: Growth Up, Rates Down | S2 E079 | 09-17-25
The Fed Cuts Rates Again—But Does the Math Add Up?
The market got the rate cut it wanted—25 basis points—but the Fed’s projections are raising eyebrows. In this episode of Markets with Megan, Verdence Capital Advisors CIO Megan Horneman unpacks the details behind the Federal Reserve’s decision and why the dot plot might not tell the whole story.
What’s behind the contradiction of stronger GDP, lower unemployment, higher inflation, and more rate cuts? Megan explains how the bond market is reacting, what it means for investors, and why she’s cautious about where inflation may be headed.
📌 Topics covered:
– Fed’s September rate decision
– GDP, unemployment, and core inflation projections
– Dot plot expectations for 2025
– Market reaction across equities and bonds
– Inflation risk from overly dovish policy
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