What will the Fed do with interest rates and how will Trump react?

Published On Jan 29, 2025, 6:00 AM

The Federal Reserve is expected to hold interest rates steady during its next meeting, marking a pause in its recent cycle of rate cuts, primarily due to ongoing inflation concerns. Although inflation has decreased from its peak, it remains above the Fed's target. Former President Donald Trump has expressed that he wants lower interest rates and has criticized Fed Chair Jerome Powell, despite having nominated him. Trump's comments could lead to tension between his administration and the Fed, especially with his plans for economic policy, including lowering oil prices to combat inflation.

Stock Forecasts

XLF

Positive

Given the Fed's decision to hold rates steady, there might initially be uncertainty in the markets. However, any indications of future cuts could be positive for sectors sensitive to interest rates such as real estate and utilities. Trump's push for lower rates may further support markets if followed by favorable economic data, leading to a bullish sentiment in certain sectors.

XLB

Negative

If inflation remains stubborn, and the Fed continues its cautious stance, it could hinder economic growth prospects, particularly in consumer-focused sectors. This could negatively impact financial performance appreciation, especially for financial institutions that rely on interest income.

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