Fed Cut Anticipation: Hawks vs. Doves Debate 25-Basis-Point Reduction

CFRA's Sam Stovall and Max's Gary Zimmerman share their expectations for the Fed's announcement today, with both anticipating a 25-basis-point rate cut, but not necessarily agreeing that it's justified. Stovall believes Fed Chair Powell's commentary will sound hawkish, suggesting only one more rate cut this year, while Zimmerman points to the $5 trillion increase in the U.S. money supply since the pandemic and still-elevated inflation above the Fed's 2% target. The pair also discusses potential dissension among Fed voters, the impact on the labor market, and sectors that may be most affected by the announcement.

Trading 360

17 Sep 2025

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